YOUR FUTURE
About us
AT BASTION BALANCE, OUR CORE MISSION IS NURTURING PRIVATE WEALTH TO ENSURE PROSPERITY AND SECURITY FOR OUR CLIENTS.
We create tailor-made wealth management plans for our international clientele of individuals, families and corporations. Our job is to ensure the growth and safety of our clients’ portfolios. We are committed to delivering excellence for every client.
Our Core Values
Integrity
Effective advisor-client relationships are built on timeless and universal principles like integrity, honesty and mutual respect, the foundations of trust.
Long-Sightedness
Wealth management is a marathon, not a sprint. Focusing on the horizon, we invest to ensure your long-term financial security.
Individuality
Every client has their own aspirations in life. Bastion Balance advisors create individually tailored plans to make your goals a reality.
Privacy and Safety
Confidentiality is essential to maintaining client relationships. We employ cutting edge cyber security technology to secure your personal information.
Quality Services
In addition to superior returns, every member of our staff is committed to providing our clients with friendly and attentive service.
Innovation Solutions
Technological innovations are used to enhance investment returns, communication, responsiveness and security. Technology supports, rather than replaces, human relationships.
Continuous Improvements
We invest in our people and our technology. Wealth management requires anticipating clients’ changing needs and keeping pace with digital advances.
Operational Excellence
At Bastion Balance, we adapt to every individual client to ensure seamless client service, enhanced returns and distinctly personal interaction.
We thought a lot before choosing Bastion Balance because we wanted to be sure our investments would yield returns. Service and results both excellent.
C. Keller – Zurich
Business Owner, Import-Export Trading Company
Bastion Balance manages our family assets. They exceeded my high expectations. Our advisor takes considerable time attending to our complex needs.
C.Y. Lee – Singapore
Business Owner, Real Estate Development