Office Address 1:

Level 37, Ocean Financial Centre, 10 Collyer Quay, Raffles Place, Singapore 049315

Telephone: +65 31 590 969

Office Address 2:

Level 21, Shin-Marunouchi Center Building, 1-6-2 Marunouchi,

Chiyoda-ku, Tokyo, Japan 100-0005

Telephone: +81 3 4510 6150

Careers

If you are interested in applying for a position in our group of professionals, please fax your application letter and resume, or send an application e-mail.

In your application letter, kindly identify your special skills and the field of the company where you feel you would be of the greatest value. Please include your salary needs and professional references. All resumes submitted will be held confidentially.

Southbourne Group provides equitable opportunities to all its employees and does not discriminate against any individual employee on the basis of race, creed, color, belief or religion, ancestry, sex, ethnic origin, age or physical disability.

Candidates must provide documented track record in business development with plan sponsors. The personnel will work with existing consultant-relations and client-relationship management groups in providing the progress goals of the firm’s institutional business.

Website: http://southbournegroup.com/

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Because your Trust is so important

Your trust serves as the cornerstone of our relationship. This is why Southbourne Group conscientiously strives to protect your privacy. The information that you furnish us is held in the strictest of confidence. Southbourne Group does not intend to sell the personal data of our customers to third-party entities. Southbourne Group are happy to keep that obligation to you, because your trust in us vital to our business relationship. The following privacy policy illustrates how we make use of and safeguard our customers’ private information. Kindly read it carefully.

Notice of your Financial Privacy Rights

We, our, and us, as alluded to in this notice, refers to Southbourne Group. This is our privacy notice for our customers. When we mention the words “you” and “your”, we refer to several types of clients based on their involvement with us.

Our consumer clients are those who have an ongoing relationship by acquiring or holding financial products or services such as an:

Self-directed Individual Retirement Account

Financial, investment, or economic advisory services

Mutual fund shares

All IRA accounts for which we serve as custodian

All individuals who use our trust department

Former customers

Southbourne Group will inform you accordingly as to the sources of the information we gather about you. Moreover, we will let you know what measures we take to protect that information. Let us define some terms beforehand:

Nonpublic Personal Information means information about you that we acquire in connection with furnishing you a financial service or product. To help the government control the financing of terrorism and money laundering schemes, Federal law requires all financial institutions to acquire, validate, and record data that identifies every person who opens an account. Hence, when you open an account, we will require you to furnish your name, address, date of birth, and other data which will allow us to identify you. Southbourne Group will also request you to show us your driver’s license or other identifying papers.

Nonpublic personal information does not include information which is available from public archives, such as telephone directories or government documents. Hereafter, we will use the term “information” to mean nonpublic personal information as already defined in this section.

An affiliate is a firm we own or manage, a firm which owns or controls us, or a firm which is owned or controlled by the same company that owns or controls us. Ownership does not necessarily mean absolute ownership, but owning enough of the company to have management control.

A nonaffiliated third party is a person we do not employ or a firm which is not affiliated to us. We refer to this also as a nonaffiliated third party, or simply as an “other party”.

The Information we Collect

We gather information about you from these sources:

Information you furnish us on applications or other forms

Information about your dealings with us

Information about your dealings with our affiliates

Information we disclose about you

Southbourne Group does NOT divulge any data about you to anyone, except as allowed by law. This might include disclosures necessary to process your account, undertake joint-marketing or prevent illicit transactions.

Destruction of Sensitive Data. All records and information are carefully shredded before disposal. Destruction of documents is undertaken by authorized employees and/or bonded firms when the shredding of huge quantities of records is necessary.

The Confidentiality, Security, and Integrity of your Information

Southbourne Group confine access to data about you to staff members who need to know that information to furnish products or services to you. We keep physical, electronic, and procedural protection to secure this information.

Information about Former Clients

Southbourne Group has the same policy about divulging data about former customers as we do about present ones. Southbourne Group does not gather account or personal information from visitors who browse the public sections of our website. Southbourne Group does use “HTTP cookies” – tiny pieces of information that the company requests your browser to store. However, the company uses these cookies merely for website statistical information only. The company does NOT use them to acquire your e-mail address, or to view information in cookies created by other websites. Southbourne Group will not share the data in our cookies or give them to others.

What You Can Do

To protect your nonpublic, personal data, the company suggests that you do not divulge your account data or username and password to anyone. If you become suspicious of any activity like fraud with regard to your account, kindly contact us as soon as possible.

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Welcome to client-focused Private Wealth Management.

At Southbourne Group, we assist families and individuals safeguard their richly-deserved assets while striving to attain their financial objectives that keep them challenged.

As a Southbourne Group customer, you will connect with a Relationship Manager who will personally come to know you and your objectives. Your Relationship Manager heads a group of experts that supervise each item of your wealth management approach – from implementing your tailor-fitted portfolio and furnishing you with meticulous reporting, to satisfying your queries and addressing your daily requirements.

At the core of our portfolio development strategy is the Enhanced Balanced™ Portfolio. To know more about this time-proven investment structure, browse the portfolio’s incorporated funds shown as follows:

Enhanced Balance Allocation

An extensive allotment approach from Southbourne Group is founded on our Enhanced Balanced Allocation – an asset approach strategy created utilizing remarkable return/risk and correlation data, merged with our proprietary capital market projections. This proprietary allocation approach is intended to increase potential revenue while reducing risk, and offers the structure for our customers’ portfolios.

As a customer, your portfolio will include:

A participative approach to setting up an asset allotment policy and rebalancing recommendations using the firm’s proprietary capital market projections.

Openness to a tailor-fit asset combination that will address individual investment goals and degree of risk tolerance.

Accessibility to several managers to obtain exposure to an assortment of investment approaches and principles.

Professional investment management groups that offer input on underlying asset types and suggested goal weightings.

An attractive fee schedule founded on degree of assets – not the quantity of asset types.

Private Wealth Management

At Southbourne Group, we assist families and individuals safeguard their richly-deserved assets while striving to attain their financial objectives that are important to them.

As a Southbourne Group customer, you will connect with a Relationship Manager who will personally come to know you and your objectives. Your Relationship Manager heads a group of experts that supervise each item of your wealth management approach – from implementing your tailor-fitted portfolio and furnishing you with meticulous reporting, to satisfying your queries and addressing your daily requirements.

At the core of our portfolio development strategy is the Enhanced Balanced Portfolio. To know more about this time-proven investment structure, browse the portfolio’s incorporated funds shown as follows:

Investors Relations

Corporate Profiles

Southbourne Group offers investment management assistance to institutional investors, private capital customers and investment intermediaries. Southbourne Group administers an assortment of investment methods, Global and Emerging Markets equities as well as income-based portfolios. Use to these methods is accessible through segregated accounts, co-mingled funds and mutual funds.

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