Providend's Money Wisdom

Welcome to the seventh episode of our miniseries Ikigai Insider, where we invite our Client Advisers to share what it means to live a good life, combining Ikigai with Providend’s Philosophy of Sufficiency. In this podcast episode, Joyce , our Client Adviser, reflects on the Ikigai petal of 'Sense of Purpose' – representing the need to feel that our lives have meaning and that we are making a diffe...

an AI help you sell your business for more? And how can business owners use it to prepare for a successful exit? In this episode, Jerome , Business Exit Specialist at Providend, and Ray , Senior Client Adviser, explore how AI is changing business valuations and how owners can use it to improve efficiency, prepare for due diligence and reduce owner dependency, making their businesses more attractiv...

As AI tools like ChatGPT are increasingly capable, many have asked: Could AI truly replace a human wealth adviser? Being trusted advisers to our affluent clients for over two decades, this Providend series began with an article by our Client Advisers on clients navigating major life transitions. The podcast goes further, exploring the thoughts behind these transitions. In this podcast episode, Sea...

Is beating the market really possible, or just a myth? In managing over S$1 billion worth of our clients’ assets, there is continuous monitoring in place to ensure that the funds in our portfolios are behaving as we would expect them to. To share deeper insights into how we manage investments beyond the basics, we’re pleased to launch a “Investment 201” video series featuring Dr Peng Chen, Senior...

When it comes to retirement planning, the desire for certainty can make a more cautious plan seem like the obvious choice. But what if trying to eliminate every possibility of failure means you are saving too much, working too long, and leaving less room to enjoy the life you worked for? In this episode, Bryan Reginald Chan, Head of Solutions Team and Jia Ling Loi, Client Adviser, explore why chas...

As trusted advisers to affluent clients for 25 years this year, our wealth management philosophy of making ikigai decisions before money decisions is grounded in real-world experience managing close to S$2 billion of our clients’ hard-earned assets. In this week’s Money Wisdom episode, we continue our ‘The Brain Behind’ series, where our co-host and Associate Adviser, Sudhan, speaks with our CEO,...

If you had to sell your business tomorrow, would you know what it is really worth? For many business owners, their business is a significant part of their retirement plan. Yet its value and transferability can be affected by risks they may not have considered. Having clarity on where the business stands today can make all the difference when preparing for what comes next. In this episode, Jerome ,...

As AI tools like ChatGPT are increasingly capable, many have asked: Could AI truly replace a human wealth adviser? Being trusted advisers to our affluent clients for over two decades, this Providend series began with an article by our Client Advisers on clients navigating major life transitions. The podcast goes further, exploring the thoughts behind these transitions. In this podcast episode, Jia...

Having survived multiple market crises in our investment journey since 2001, we know what works and what won't work. To share deeper insights into how we manage investments beyond the basics, we’re pleased to launch a “Investment 201” video series featuring Dr Peng Chen, Senior Advisor & Director at Providend. In this series, Isaac Ong, our Client Adviser, engages Dr Peng in conversations on m...

Market regimes can sound like a technical concept reserved for economists and investment professionals. But what do they actually mean for investors? In this episode, Glenn , our Senior Portfolio Manager, joins Joyce , our Client Adviser, to unpack what market regimes are and looks at how different environments, from the COVID-19 pandemic and the inflation-driven rate hikes of 2022 to the AI-led r...

Welcome to the sixth episode of our miniseries Ikigai Insider, where we invite our Client Advisers to share what it means to live a good life, combining Ikigai with Providend's Philosophy of Sufficiency. In this podcast episode, Jit Hwee, our Client Adviser, reflects on the Ikigai petal of ‘Meaning & Value’ — what makes life worth living and how we can make the most of the journey. He shares h...

In managing over S$1 billion worth of our clients’ assets, there is continuous monitoring in place to ensure that the funds in our portfolios are behaving as we would expect them to. To share deeper insights into how we manage investments beyond the basics, we’re pleased to launch a “Investment 201” video series featuring Dr Peng Chen, Senior Advisor & Director at Providend. In this series, Is...

As trusted advisers to affluent clients for 25 years this year, our wealth management philosophy of making ikigai decisions before money decisions is grounded in real-world experience managing more than S$1.8 billion of our clients’ hard-earned assets. In this week’s Money Wisdom episode, we continue our ‘The Brain Behind’ series, where our co-host and Associate Adviser, Sudhan, speaks with our CE...

Property has long been regarded as one of Singapore's most popular ways to build wealth. But how should investors evaluate property alongside a diversified investment portfolio? In this episode, Glenn, our Senior Portfolio Manager, joins Joyce, our Client Adviser, to unpack decades of Singapore property data and explore whether property should be part of your portfolio. Glenn also shares why not e...

Selling your business is often seen as the finish line. But in reality, the value of your business is shaped years before a buyer ever comes to the table. Many business owners assume a profitable business will naturally command a high valuation. Yet buyers are looking beyond today's profits. They want to know whether the business can continue to thrive without its founder, whether its operations a...

Legacy Insights is a new podcast series by Providend that explores what it truly takes to plan a meaningful and lasting legacy, beyond just writing a will, or engaging with a corporate trustee. In this episode, Vincent , our Executive Director & Team Lead of Advisory Team, joins Yong Cheng, our Deputy Head of Advisory Team, for a deeply personal conversation about his own legacy planning journ...

Welcome to the fifth episode of our miniseries Ikigai Insider, where we invite our Client Advisers to share what it means to live a good life, combining Ikigai with Providend's Philosophy of Sufficiency. In this podcast episode, Isaac , our Client Adviser, reflects on the Ikigai petal of 'Life Satisfaction' - the ability to find fulfilment in both the ordinary and the extraordinary moments of life...

Singapore equities have delivered exceptional returns in recent years, even outperforming a globally diversified portfolio over certain periods. Is this time to rethink your portfolio to focus more on Singapore stock? In this podcast episode, Glenn, our Senior Portfolio Manager, joins Joyce , our Client Adviser, to explore why recent market winners do not necessarily stay ahead, why a strong econo...

As AI tools like ChatGPT are increasingly capable, many have asked: Could AI truly replace a human wealth adviser? Being trusted advisers to our affluent clients for over two decades, this Providend series began with an article by our Client Advisers on clients navigating major life transitions. The podcast goes further, exploring the thoughts behind these transitions. In this podcast episode, Ele...

In managing over S$1 billion worth of our clients’ assets, there is continuous monitoring in place to ensure that the funds in our portfolios are behaving as we would expect them to. To share our insights, we are pleased to share our "Investment 101" video series featuring Dr Peng Chen, Senior Advisor & Director at Providend. In this series, Isaac Ong, our Client Adviser, discusses essential i...

“Young people are so carefree!”, but is it true? In this series ‘Snack for Thought’, we dive into real conversations on the money and life issues young adults face, while keeping it light-hearted with a mukbang style, sharing the food gems around our office at Duxton Hill, giving listeners plenty to chew on. As trusted advisers to our affluent clients for over two decades, journeying with differen...

As trusted advisers to affluent clients for 25 years this year, our wealth management philosophy of making ikigai decisions before money decisions is grounded in real-world experience managing more than S$1.7 billion of our clients’ hard-earned assets. In this week’s Money Wisdom episode, we continue our ‘The Brain Behind’ series, where our co-host and Associate Adviser, Sudhan, speaks with our CE...

Welcome to the fourth episode of our miniseries Ikigai Insider, where we invite our Client Advisers to share what it means to live a good life, combining Ikigai with Providend’s Philosophy of Sufficiency. Each episode explores one of the eight Ikigai petals identified by Mieko Kamiya, the mother of Ikigai Psychology, whose work has been revitalised by Nicolas Kemp, Founder of Ikigai Tribe. Our Cli...

Legacy Insights is a new podcast series by Providend that explores what it truly takes to plan a meaningful and lasting legacy, beyond just writing a will, or engaging with a corporate trustee. This series explores the critical collaboration between wealth advisers and legal professionals in safeguarding your family’s future. Joined by lawyers Cynthia Tang of Tang Thomas and Soo Chye from OAKS Leg...

"Young people are so carefree!”, but is it true? In this series ‘Snack for Thought’, we dive into real conversations on the money and life issues young adults face, while keeping it light-hearted with a mukbang style, sharing the food gems around our office at Duxton Hill, giving listeners plenty to chew on. As trusted advisers to our affluent clients for over two decades, journeying with differen...