UHNW Family Office Services
SoHo has over 25+ years managing wealth for global ultra-high net worth clientele. Our experience covers traditional wealth management, tax planning, philanthropy and generational wealth. We help Founders with large complex, illiquid stock positions gain liquidity and we are a trusted advisor throughout the IPO and/or M&A process.
With our partners in Singapore at Nuvest Capital PTE LTD we have an APAC investment team with extensive experience as CIO for one of the world’s largest Sovereign Wealth Funds.
With Union Banc Privee (UBP) SoHo’s clients have access to one of the premiere private banks in Switzerland, with offices worldwide.
And finally, in the USA at Emerald Bay Wealth Management we provide our clients and partners an experienced wealth management team with over 25+ years of extensive experience working for the leading Wall Street investment banking firms.
Digital Wealth Management
SoHo was, and is, one of the world’s pioneers of digital wealth management (sometimes referred to as “robo-advice”). Our firm has long believed in the democratization of wealth management and fair pricing for the end-investor.
SoHo began its journey providing Free Retirement Reports to investors worldwide. It then added a full investment solution using low cost ETFs with its partners at CLS Investments and a FREE risk profiling solution (What is your number?)
All investment solutions are offered through SoHo Financial Services LLC a US Registered Investment Advisor.
Investment Products & Solutions
SoHo’s pioneering work led to it becoming an industry leader in creating bespoke investment product. Its analytical work its done through its wholly owned subsidiary SoHo Asset Management LLC. SoHo pioneered several proprietary portfolio replication techniques via Replicas.
SoHo’s work in AI and data is done through its wholly owned Singaporean company: Move 78 PTE LTD.