Truth-led wealth strategy for enduring legacy.
Ivera is drawn from “I” and Veritas — the Latin word for truth. It reflects our founding philosophy: a commitment to authenticity, intellectual honesty, and advice grounded in reality rather than rhetoric.
Built on Veritas, customised for families.
Ivera Advisors is a Singapore-based licensed independent multi-family office providing customized portfolio management and wealth planning for UHNW families. Ivera operates under a Capital Markets Services License (CMS) and is supervised by the Monetary Authority of Singapore.
Our Value Proposition
Our approach combines early megatrend identification, robust wealth infrastructure, and the ability to execute bespoke solutions when families face special situations.
01 Buy-Side Advantage
Identify structural megatrends early, invest before or at the curve, and keep implementation disciplined and simple.
02 Structuring & Sucession
Family office structuring, KYC, succession planning, jurisdiction selection, and flexible governance that can evolve with the family.
03 Special Situations
Support for business needs, investment banking, real estate loans, private deals, special financing, and customized structured solutions.
Sell-side institutional research customised for creating buy-side bespoke portfolios and solutions.
Ivera works alongside private banks and custodian platforms. Assets remain custodied at the bank while Ivera focuses on client relationship management, investment advisory, asset allocation, risk oversight and consolidated portfolio monitoring.
Investment Solutions
Bespoke portfolios across bonds, equities, FX, commodities, direct private equity, real estate, and structured products, calibrated to each familys' returns and risk profiles.
Structuring & Investment Banking
Corporate and personal wealth structuring including ODI, VCC and Cayman structures, alongside corporate finance, M&A, and multi-jurisdictional solutions.
Platforms & Custody
Best execution practice, multiple custody solutions, multiple jurisdictions, a range of banks, and independent trust and structuring partners.
Family Office Solutions
Custody reporting, credit and lending solutions, wealth and estate planning, and family office structures such as 13O, 13U and VCC.
Disciplined, scalable, and systematic execution.
The framework moves from client risk profiling to portfolio review, combining quantitative analysis, macro and fundamental research, technical and intermarket analysis, public policy awareness, and rigorous trading discipline.
Experienced leadership across wealth, markets, risk, and operations.
The team brings senior private banking, institutional markets, compliance, risk, audit, and operational experience across Asia, EMEA, the Middle East, Europe, and the United States.
Varun Chugh
Over 30 years in financial services and wealth management, with senior roles across Kotak Securities, ABN AMRO, HSBC Private Bank, Clariden Leu, DBS Private Bank, and Citibank Private Bank.
June Teo
More than 23 years of wealth management experience across UBS, HSBC, RBS Coutts, Pictet and LGT, with expertise in governance, risk, compliance, and portfolio administration.
Aruni Goonetilleke
More than 28 years in corporate governance, credit assessment, risk management, internal audit, and emerging-market financial leadership.
Yvonne Tan
Over 20 years of experience in private banking and wealth management across DBS, HSBC, Citibank, and UOB. Extensive expertise in client onboarding, KYC and due diligence, trade execution, risk management, and private banking operations.
Esther Wong Yong En
Quantitative Finance and accounting graduate from Singapore Management University, specializing in quantitative modelling, statistical analysis and investment decision-making.
Start a personalized conversation.
For enquiries, please contact Ivera Advisors directly.
#21-99 The Central Office Tower 1
Singapore 059818