BugleRock Capital Pte. Ltd. (formerly known as o3 Capital Advisors Pte. Ltd.) is the International Multi-Family Office and Asset Management division of BugleRock Holdings, a leading Wealth and Asset Management group with US $2 bn in Assets Under Service.
BugleRock Capital Pte. Ltd. is regulated by the Monetary Authority of Singapore with licence no. CMS100978.
Philosophy
Our philosophy, and by extension, our name, is derived from a humble rock in Bangalore that has stayed firm for over 3,000 million years. During the 1500s, a royal sentry would blow a bugle from a watchtower on the rock to keep the citizens informed if all was safe, or if there was any imminent danger.
We see ourselves performing a similar duty as the bugler in being the fiduciaries of our clients’ wealth. We are uncompromising in providing clients with unbiased, independent and fully transparent advice.
Our Mantra
In being wealth custodians for multiple generations, we believe that traditional measures of portfolio “return” are just one part of a more extensive engagement with the families.
We place a greater emphasis on risk management and risk-adjusted returns – our CIO and the team stand by the mantra – “the one thing we are most aggressive about is risk management”.
Our approach is highly bespoke and tailored to the specific needs of our Ultra-High Net-Worth clients, and we take a holistic approach towards the management of their investment exposure and geographical allocations.
Our Focus
We are a Global Multi-family Office, offering bespoke, multi-asset-class investment advice, asset management services and wealth structuring and planning solutions to Ultra-High Net-Worth families across Asia, Europe and the Middle East.
In addition to providing end-to-end, holistic Family Office solutions and support, through our parent company and networks, we also assist our clients with asset monetization, the sale and divestment of their businesses, capital raising and other specialist corporate advisory needs.
On behalf of our clients, we engage with key counterparties and service providers within the Family Office and Asset Management ecosystem to support their customised needs and requirements. These range from global private banks to legal and tax consultants, auditors, real estate firms, venture capital and private equity managers, trustees and other professional fiduciaries.
Services
Multi-family Office
Customized investment solutions for Ultra HNIs.
Asset Management
Best-in class investment solutions, managed in-house.
Wealth Management
Multi-asset portfolio advisory solutions.
Core Team
CEO
NIKHIL ARORA
CIO & Managing Director
DHEERAJ BHARWANI
COO & General Counsel
DATO’ KUNALBIR SINGH CHAHL
Extended Team
SHYAM SHENTHAR
MANOJ SHENOY
SUDHINDRANATH PAI
