ABOUT US

Established in 2009, Forte is the business arm of the world’s leading financial institution.

Our strength lies in our ability to provide a holistic approach towards wealth management. We seek satisfaction in delivering quality financial advice and solutions, assisting our customers in achieving their financial objectives and life aspiration.

As the name suggests, Forte endeavours to be amongst the best, if not the best in our financial undertakings. In providing dependable wealth management advice and solutions, Forte envisions to be a name synonymous with the highest standards of professionalism and expertise in the industry.

  • OUR VISION

    To establish a career launch pad that
    enables aspiring individuals to become
    successful entrepreneurs in the
    Wealth Management domain.

  • OUR MISSION

    To turn Wealth Management into an inclusive industry by helping individuals understand the industry, implement their skills and manage their portfolio through higher levels of competency and establishing trustworthy life-long relationships.

  • OUR PHILOSOPHY

    1. We treat our clients like they are our family members.

    2. We treat our clients’ money as if it is ours.

    3. We believe in building life-long relationships with our clients, instead of one-time transactions.

    4. We believe in creating unique experiences for our clients in our journey together.

    5. We believe in constant upgrading to create value add for our clients.

OUR MANAGEMENT TEAM

  • Andy Ong, Group Director

    “A small dream is a dream;
    a big dream is also a dream.
    One might as well dream big”

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  • Sivakumar, Head of Standard Business Development

    “…success can be attributed to his business philosophy of building relationships, instead of building transactions”

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  • Benjamin Tan, Head of Manpower

    “…there is no one recipe for success, but merely strategies forged through close partnerships…”

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  • Evelyn Ho, Head of Training & Competency

    “…I could at most touch 365 lives, if I were to reach out to one client a day. But as a manager, I am able to lead a group of like-minded individuals who can touch an unlimited number of lives.”

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  • Kaden Liang, Head of Events & Activities

    “Time is too precious a commodity to be spent absent-mindedly”

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  • Evelyn, Head of Finance & Welfare

    “Hard work is pertinent to building a foundation that one can leverage on further down the road”

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