What this page covers, and how it's different from my insurance panel
My insurers and Takaful operators are appointed separately under my BNM licenses. This page covers the other side of the practice — unit trust platforms, PRS providers, offshore investment-linked structures, and estate/trustee partners, all accessed through my Licensed Financial Planner registration with the Securities Commission.
Investment / Unit Trust Platforms
The onshore platforms I place unit trust business through:
- Areca Capital
- iFast Capital
- FAME
- MYTHEO
- Cross Light Capital
See the local asset management companies accessible through these platforms (30)
- Aberdeen Standard Islamic
- AHAM Asset Management
- AmanahRaya Investment Management
- AmFunds Management
- Amundi Malaysia
- Areca Capital Sdn Bhd
- BIMB Investment Management
- Principal Asset Management
- Eastspring Investments
- Franklin Templeton Asset Management (Malaysia)
- Franklin Templeton GSC Asset Management
- Inter-Pacific Asset Management
- KAF Investment Funds
- Kenanga Investors
- Libra Invest (Kenanga)
- Manulife Investment Management
- Maybank Asset Management
- MIDF Amanah Asset Management
- Nikko Asset Management Asia
- Opus Asset Management
- PMB Investment
- Pheim Unit Trusts
- Phillip Mutual
- Phillip Capital Management
- RHB Asset Management
- RHB Islamic International Asset Management
- TA Investment Management
- UOB Asset Management
- Apex Investment Services
- Aiiman Asset Management
Private Retirement Scheme (PRS) Providers
See the PRS guide for how PRS complements EPF and the annual tax relief. Providers I have access to:
- AHAM Asset Management
- AIA Pension and Asset Management
- AmFunds Management
- Kenanga Investors
- Manulife Investment Management
- Principal Asset Management
- RHB Asset Management
Investment-Linked Labuan Life Insurance Platforms
Foreign-currency-denominated, investment-linked structures for multi-currency wealth planning or overseas objectives — a different tool from the Ringgit-denominated life insurance on my main providers page:
- Archipelago Life Insurance
- Hansard Global plc
- Investor Trust
- PA Group
See the global asset managers accessible through these Labuan platforms (33)
- Aberdeen Standard
- Aimas Capital / Soc Gen
- Allianz Global Investors
- Barings
- BlackRock
- Canaccord Genuity Wealth Management
- DVAM
- Emirates NBD Asset Management
- Fidelity Investment
- First Sentier Investors
- Forsyth Partners
- Franklin Templeton
- Fundsmith
- Global Asset Management
- Guinness Asset Management
- Harmony Portfolios
- Investco
- Hansard International
- J.P. Morgan Asset Management
- Janus Henderson
- Jupiter
- Kotak Mahindra (UK)
- M&G Investments
- MAN Investments
- Morgan Stanley
- Ninety One
- Nordea
- Oasis Global Management
- Pictet Funds SA
- PIMCO Global Advisors
- PineBridge Investments
- Smartfunds
- Threadneedle
Estate Planning & Trustee Partners
For will writing, nomination reviews, and trust structuring — see the estate planning guide. Trustee partners:
- Amanah Raya Trustees
- Pacific Trustees
- RHB Trustees
- Tricor Trustco (Labuan)
How I actually use this panel
In practice, most conversations narrow to a platform and a small handful of funds once we know what you're solving for — the panel above is the range I can draw from, not a menu you need to navigate yourself.