We are a Singapore-based multi-family office that offers

wealth planning, succession and investment solutions

for global clients, businesses and families

At Providentia Wealth, we understand that the journey of wealth creation, preservation and succession requires skill, knowledge, foresight and care. We believe that any wealth planning solution first begins with a listening ear to our client’s concerns.

As an organization that values journeying with our clients, I am truly inspired when our client relationships evolve into trusted partnerships. We envisage that wealth management services could be meaningfully delivered by experienced professionals with a heart, leading to a peace of mind for our clients and us.

Luke Peng

CEO & Founder of Providentia Wealth

We offer a broad spectrum of wealth management and investment services

This is possible through the partnership of our two licensed business arms:

Providentia Wealth Management

A licensed trust company regulated by the Monetary Authority of Singapore, provides wealth planning solutions to high net-worth clients and families through family office services, trust structures, fund structures and investment solutions.

Providentia Wealth Advisory

Holding a Capital Markets Services license issued by the Monetary Authority of Singapore, provides fund management and investment advice to Accredited Investors and Institutional Investors.

Our Story

Our journey began in 2010, as CBP Quilvest Singapore, a partnership between a group of 5 Singapore wealth management professionals and CBP Quilvest S.A., a private bank in Luxembourg. We commenced business as a trust company and a fund management company, licensed and registered with the Monetary Authority of Singapore (MAS).

As a member of the seven-generation Quilvest Family Office, we were built on the tenets of professionalism, independence, and being a trusted partner. With insights in family office governance, trust structuring expertise and investment management, we walked with our client-families in their wealth creation and planning journey.

In April 2021, the Singapore management team concluded a management buyout of our then majority shareholder, and welcomed a new chapter in our journey as Providentia Wealth.

With Providentia Wealth fully owned by our senior staff, our clients are assured of our business continuity and alignment of values.

From Singapore, Our
Shared Future

In today’s business environment, clients and their advisors seek clarity and certainty when planning their finances and asset holdings. Singapore is a jurisdiction of choice, with a stable government and a strong broad-based economy coupled with a robust regulatory, tax and legal framework.

With our principal location in Singapore, Providentia Wealth as a licensed and regulated financial institution by the Monetary Authority of Singapore is well-positioned to assist with our clients’ needs.

OUR SERVICES

Fundamentally, we are a multi-family office that strives to meet our clients’ objectives and requirements with wealth management services and investment structuring and solutions.

The Individual
  • Succession Planning (Will & Trust)
  • Legacy Planning
  • Fiscal Issues
  • Migration and Relocation planning
The Family Office
  • Family Governance, Charter and Assembly
  • Strategic Investment holding
  • Estate Management
  • Succession & Legacy Planning
  • Protector services
  • Fiscal Issues
The Corporation / Business Owner
  • Business Succession, Wealth Preservation and Trust planning
  • Strategic Asset Holding & Investment Planning
  • Pre and post-IPO planning
  • Employee Benefit Trusts / Employee Stock Options Trust
  • Alternative assets investments (e.g. Private Equity and Debt, Cryptocurrency, etc.)
  • Fund Establishment, Management and Administration (e.g. Variable Capital Company (VCC))
The Strategic Investor
  • Strategic and Tactical Asset Allocation
  • Financial Advisory and Planning
  • Private Markets advisory and research
  • Alternative assets investments (e.g. Private Equity and Debt, Cryptocurrency, etc.)
Philanthropy and Impact
  • Private Equity and Debt investments
  • Impact Investing
  • Environmental, Social & Corporate Governance (ESG)

Our People

We are deeply experienced in the trust industry and in global financial services, combining expertise in financial structuring with investment advisory knowledge across international markets.

Our experience and training covers a breadth of trust, private banking, corporate banking, legal, tax, accounting and investment management.

Our team delivers excellence and continuity to our clients across the decades of close friendship we share with each other.

LUKE PENG

LUKE PENG

Founder & CEO

GEORGE YEO

GEORGE YEO

Wealth Management

FELICIA LIM

FELICIA LIM

Providentia Wealth SG

BENJAMIN LEE

BENJAMIN LEE

Wealth Advisory

YUKIHIRO SHIDA

YUKIHIRO SHIDA

Wealth Advisory

EDDIE ER

EDDIE ER

Wealth Advisory

MASON TAN

MASON TAN

Wealth Advisory

SUGURU MIYAMOTO

SUGURU MIYAMOTO

Wealth Advisory

DENISE HENG

DENISE HENG

Wealth Structuring

CARMEN CHIANG

CARMEN CHIANG

Client Xperience

WONG MAY HAR

WONG MAY HAR

Client Xperience

ANGELINE CHNG

ANGELINE CHNG

Providentia Wealth SG

ANNA PANG

ANNA PANG

Providentia Wealth SG

RAMLEY THIRUMAN

RAMLEY THIRUMAN

Providentia Wealth SG

JOCELYN TOH

JOCELYN TOH

Providentia Wealth SG

CHEE YUEN YEW

CHEE YUEN YEW

Client Xperience

KOH KUN TIAN

KOH KUN TIAN

Providentia Wealth SG

HILDA LIM

HILDA LIM

Client Xperience

TERENCE FOK

TERENCE FOK

Client Xperience

BERNICE TOH

BERNICE TOH

Client Xperience

IRIS LEE

IRIS LEE

Client Xperience

JOEL LOH

JOEL LOH

Client Xperience

MANDY NEO

MANDY NEO

Providentia Wealth SG

EILEEN CHEW

EILEEN CHEW

Client Xperience

VALERIE ONG

VALERIE ONG

Client Xperience

LOH LI LIAN

LOH LI LIAN

Providentia Wealth SG

View other profiles

LUKE PENG

Founder & CEO

GEORGE YEO

Wealth Management

FELICIA LIM

Providentia Wealth SG

BENJAMIN LEE

Wealth Advisory

YUKIHIRO SHIDA

Wealth Advisory

EDDIE ER

Wealth Advisory

MASON TAN

Wealth Advisory

SUGURU MIYAMOTO

Wealth Advisory

DENISE HENG

Wealth Structuring

CARMEN CHIANG

Client Xperience

WONG MAY HAR

Client Xperience

ANGELINE CHNG

Providentia Wealth SG

ANNA PANG

Providentia Wealth SG

RAMLEY THIRUMAN

Providentia Wealth SG

JOCELYN TOH

Providentia Wealth SG

CHEE YUEN YEW

Client Xperience

KOH KUN TIAN

Providentia Wealth SG

HILDA LIM

Client Xperience

TERENCE FOK

Client Xperience

BERNICE TOH

Client Xperience

IRIS LEE

Client Xperience

JOEL LOH

Client Xperience

MANDY NEO

Providentia Wealth SG

EILEEN CHEW

Client Xperience

VALERIE ONG

Client Xperience

LOH LI LIAN

Providentia Wealth SG

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