finexis advisory is Joining Ascend Asia, Powered by KKR

We are thrilled to share a landmark development for our team at Orion Wealth Partners and the entire finexis family. finexis advisory will be acquired by Ascend Asia, a premier financial advisory platform strategically backed by global asset manager KKR.

This powerful partnership marks the beginning of an exciting new chapter, designed to elevate the support we provide to our consultants and, most importantly, the value we deliver to our clients.

finexis is proud to be the inaugural member of Ascend Asia, a platform that unites top independent advisory firms to drive innovation and growth. With the long-term support of KKR, we gain access to a global network of expertise and resources, solidifying our position at the forefront of the industry.

So, what does this news mean?

The Ultimate Platform for Financial Advisors

For driven professionals exploring a thriving career in financial advisory, this move makes finexis advisory the ultimate platform for success. We are amplifying what it means to be a finexian, empowering our consultants with:

• Capitalize on the Offshore Market: With increasing offshore wealth flowing into Singapore, our enhanced platform provides the credibility and sophisticated tools required to serve the wealth needs of this growing international client segment.
• Smarter Tools: You gain access to cutting-edge technology, including AI-powered insights and enhanced CRM systems, so you can focus on building meaningful client relationships.
• Unmatched Support: Leverage the strengths of finexis, Ascend Asia, and KKR to serve clients with confidence with an "open architecture" platform and a long-term vision.

Ready to elevate your career? Explore opportunities with Orion Wealth Partners today.

Enhancing Our Clients' Journey

Our commitment to clients has never been stronger. This partnership directly enhances the service and value you receive from your Orion Wealth Partners consultant. Here’s how:

• Continuity You Can Trust: Your relationship with your trusted financial consultant remains unchanged. You will be served by the same dedicated professional who understands your needs.
• Greater Choice, Better Solutions: Ascend Asia’s “open architecture” model strengthens our ability to access an even wider range of best-in-class solutions, ensuring our recommendations are perfectly tailored to you.
• A Future-Ready Experience: You will benefit from technology enhancements that create a more seamless and efficient client experience, from planning to implementation.

As our CEO Warren Lim affirmed, this partnership delivers to our existing clients:

"an enhanced user experience, broader solutions and even greater value – all delivered by the same financial consultants who have been serving them."

We are energised by the opportunities this new chapter brings. It ensures we can continue to offer you the most robust, forward-thinking financial advice in the industry.

Quick FAQ for Our Clients

1. Will my financial consultant from Orion Wealth Partners change?
No. Your relationship with your trusted consultant remains exactly the same. This partnership empowers them to serve you even better.

2. What happens to my existing policies and investments?
They are completely safe and unaffected. Your policies and investments remain with the respective insurance companies and fund managers, and under the care of your trusted financial consultant.

3. What does the finexis acquisition by Ascend Asia mean for the brand?
finexis advisory will continue to operate under its own trusted brand. We are now a stronger, foundational member of the Ascend Asia platform, enhancing our reputation and capabilities.

4. What is the key benefit for me as a client?
You get the best of both worlds: the dedicated, personal relationship with your advisor, now supercharged by the resources, security, and innovation of a platform backed by a global leader like KKR.

If you have any more questions, please reach out to your Orion Wealth Partners financial consultant. We are excited to build a brighter financial future with you.