Empowering
Individual Ambitions
Safeguarding
Institutional Futures
We empower individuals and institutions with transparent, sound and objective financial advice by combining tailored wealth strategies with robust governance and risk management to help every client move forward with clarity and confidence.
Since 1975
PhillipCapital heritage, headquartered in Singapore
15 countries
Financial hubs across Asia, Europe, the Middle East and the US
1.5 million+
Clients served worldwide
USD 65 billion+
Group assets under custody / management
Built on Integrity.
Guided by Purpose.
At Excelsius Advisory, we partner with individuals, families and organisations to navigate complex financial landscapes with transparency and disciplined stewardship. From personalised wealth planning for individuals to customised advisory services for corporate and institutional accounts, we bring clarity to complex financial futures.
As a member agency of Phillip Securities Pte Ltd (a member of PhillipCapital), we combine the personal attention of a dedicated advisory team with the strength, platforms and global reach of an integrated financial group with roots in Singapore since 1975.
Our Services
Whether you are an individual securing your family’s financial future or an organisation overseeing institutional capital, we deliver objective, needs-based guidance designed to bring clarity, discipline and long-term results to your financial goals.
Personal Advisory
Balancing immediate lifestyle needs with long-term retirement goals, protecting health and family against unforeseen risks, and ensuring a smooth transfer of wealth across generations.
Private Wealth
Preserving, growing and passing on significant wealth across generations and borders.
Institution Solutions
Protecting balance sheets, mitigating risk and building comprehensive employee benefit programmes.
Our Advisory Process
Clarity at every step
- 01
Discover
We understand your goals, priorities, existing portfolio and risk profile through a structured fact-find.
- 02
Design
We analyse gaps and design a recommendation across protection, investment, retirement and legacy.
- 03
Implement
We put the plan in place across our partners and PhillipCapital platforms, with full disclosure of costs and remuneration.
- 04
Review
We meet regularly to review performance, rebalance and adapt the plan as your life or organisation changes.
Our Partners
Personal attention with a broader perspective
We work with a broad panel of insurers, fund houses, banks and estate-planning specialists, so that our recommendations are drawn from the market rather than a single provider.