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Page 1: Let’s talk global financial planning...choice for over 15,000 Clients worldwide with over SGD 1 billion under management. Globaleye have forged connections with some of the Globaleye

Let’s talk global financial planning

Page 2: Let’s talk global financial planning...choice for over 15,000 Clients worldwide with over SGD 1 billion under management. Globaleye have forged connections with some of the Globaleye

Globaleye is an independently-owned firm of private Financial Advisors. Our expertise in international financial planning has made us the first choice for over 15,000 Clients worldwide with over SGD 1 billion under management. Globaleye have forged connections with some of the largest and most reputable financial institutions around the world, enabling us to offer you a full range of solutions from across the market. We treat every Client as an individual, offering them bespoke advice and personally tailored financial solutions based on their needs.

Globaleye are recognised for being innovative and exceeding the needs of their Clients’ servicing requirements. We have also been voted the best IFA in several leading industry awards, primarily due to our outstanding service, compliance and unique in-house services. Matching dedication to service with an equal commitment to high standards has seen Globaleye become a global leader in the international financial services arena.

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Our Story

Globaleye have connections with some of the biggest and best financial brands in the world.

Page 3: Let’s talk global financial planning...choice for over 15,000 Clients worldwide with over SGD 1 billion under management. Globaleye have forged connections with some of the Globaleye

Our Global Perspecti ve

Dubai Doha Abu Dhabi Kuala Lumpur

Hong Kong Ho Chi Minh Geneva Moscow

Singapore

Page 4: Let’s talk global financial planning...choice for over 15,000 Clients worldwide with over SGD 1 billion under management. Globaleye have forged connections with some of the Globaleye

Your Priorities Matter to UsTo truly make a difference to our Clients’ lives, we need to fully understand what they are trying to achieve. The first thing we do is get to know you, understand your values and clarify your personal goals. We are always asking ourselves the question ‘‘How can we help you get from where you are to where you want to be ?’’

Protect their loved onesFinancially optimise their time overseasMake their money work harder for themPlan for their retirementEnsure their children’s futureAchieve financial independence

What Our Clients Tell Us They NeedAsset protectionInvestment stategiesRetirement planningEducation fee planningTax efficiencyUnlocking pensionsWills, Trusts & Guardianship

Page 5: Let’s talk global financial planning...choice for over 15,000 Clients worldwide with over SGD 1 billion under management. Globaleye have forged connections with some of the Globaleye

About Byron Our Values

Byron is the Vice President of the Globaleye Office in Singapore and has worked closelywith international private clients for 18 years. Byron is renowned for his frank, honest andtransparent approach. He makes sure every single Client receives the best and right advice.When you become a Client, you can be sure to receive personalised advice tailored to yourindividual requirements and circumstances.

Committed to both personal and professional development and fully qualified throughinternationally recognised financial planning exams, Byron currently holds the AssociateWealth Planner Status en route to full Certified Financial Planner accreditation (CFP). He hasa dedicated team of five people supporting him and his Clients. Byron is married and a permanent resident of Singapore. He has been living in Singapore for 16 years.

- Mark Florance, Managing Director

- Michael Hadley, CEO

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“ “Byron has exemplified professionalism and care for myself and my family as clients but also towards his industry. Byron’s research, suggestions and objectivity have always been exemplary.

I have found Byron to be personable, reliable, sincere and, above all, knowledgeable. I have met with some of his clients and they sharesimilar views.

Responsible AdviceWe offer unbiased and expert advice, being independent, we are not limited to a panel of providers. We are regulated by the Monetary Authority of Singapore (MAS License No. FA100044-2), one of the most highly regarded regulations in the financial world.

Service ExcellenceService excellence is more than what we provide, it is how we think and act. It is more than just providing a solution; it is prompt responses, consistent communication, long-term relationship and regular reviews. We focus on providing a superior customer experience each and every time.

Our way of operating is designed to achieve results that exceed the expectations of our Clients. We take great care in responding to each request and in maintaining each relationship. We solicit constant customer feedback to continually improve our levels of service.

Quality

Page 6: Let’s talk global financial planning...choice for over 15,000 Clients worldwide with over SGD 1 billion under management. Globaleye have forged connections with some of the Globaleye

A Dedicated Team, Just For You

[email protected] [email protected] [email protected] [email protected]

No one can whistle a symphony. It takes a whole orchestra to play it.

That’s why Byron is supported by a team of five people working exclusively with his Clients. They are always on hand to provide in-depth technical support and enhance the Client service experience at hours that cater to our Clients’ busy schedules.

Rosemary Seah Marion Elisé Claire Wedlock Shreemati Varad

Executive PA to Byron Murphy Client Relationship Coordinator Marketing & Events

[email protected]

Paraplanner UK Pension & Tax Specialist

Group Investment Analyst

Chris Johnson

Head of Business Development

Rosemary has over 18 years of experience supporting higher management as a Personal Assistant. She received the Globaleye Service Award which recognised her contribution and dedication to the Company. She is approachable, friendly and is very helpful with any queries you may have.

Marionsocial events. Claire is a UK Pension & Tax Specialist. She holds the UK Diploma in Financial Planning and worked as a Pension Specialist in the UK for over 10 years.

Shreemati‘s passion is to design investment portfolios and make sure they perform well. She is a qualified cost accountant (ICAI) and Management Degree holder from SP Jain School of Global Management and has experience in various fields within the Financial Industry.

Chris has over 10 years‘ experience working with blue chip organisations in the financial sector, and has taken on the role of Head of Business Development. With a passion to succeed, he takes every opportunity to improve himself and continues to receive training to stay on top of current industry trends and standards.

ensures Clients are kept up to date and informed. She interacts with Clients on an ongoing basis at seminars, workshops and

Page 7: Let’s talk global financial planning...choice for over 15,000 Clients worldwide with over SGD 1 billion under management. Globaleye have forged connections with some of the Globaleye

What Our Clients Think Of UsDavid Storrie - CEO, Nucleus Connect (Singapore)

John Fryatt - Regional Sales Director, APAC (Singapore)

Bruce Macfarlane - Managing Director, ING Bank (Singapore) Kevin O’Flaherty - Client Accounts Manager, OGRE Pte Ltd (Singapore)

Alex Voss - Chief Surveyor, Alstom Transport (Singapore)

Jim Pollock - Chairman, Davis Langdon & Seah (Singapore)

Chris & Alison Marshall - Director /Editor, WriterMedia Consultant Rockwell Automation (Singapore)

Michael Hadley – CEO, Sea Change Partners (Singapore)

Oliver Barber - Managing Director, Kingston Carter (Singapore)

Alan Eagles - Self Employed, Maintenance Consultant (Singapore)

Brian & Mei Lee Dymock - Associate Professor NUS/Professional Guide, NMS (Singapore)

Greg Jakubowski - Regional Medical Director, International SOS (Singapore)

I have known and worked with Byron for over 10 years in Singapore. I have found him to be very approachable, interested in my circumstances in preference to his products and keen to ensure any advice is fully understood by me before it is acted on. A measure of my confidence is that I have been happy to stay with Byron when he moved from his previous employer to Globaleye and that I continue with his advice despite numerous other competitors attempting to pull me away.

During 9 years of working together, Byron’s energy, unparalleled desire for market data and product information along with total commitment to his Clients, was a constant source of inspiration to me. He also brought tremendous personality to the workplace and it was a pleasure working with him throughout this time. This period also coincided with moments of intense market volatility such as the financial crisis of 2008, during which Bryon showed an ability to protect his Clients assets with forward thinking strategies and comprehensive planning. Having seen him work at close quarters for almost a decade I hold him in high regard and would have no hesitation in recommending Byron to my friends and family.

I have been very pleased with the advice I have received from Byron and he is always accessible and very accommodating. I particularly appreciate his approach which is persistent but I never felt pressured – this was important to me as looking after my own financial affairs often got neglected or would take second place to looking after my Clients. I always felt that he had carefully listened to my personal preferences and circumstances and understood what my needs were. Byron consistently presents a number of alternatives, taking the time to fully explain each in some detail to make sure that I am fully informed and understand the proposals before making a recommendation. His informal advice is also much appreciated. I have recommended Byron to friends and colleagues and I will continue to do so.

Byron Murphy’s financial services to myself go back longer than I can even remember, and have been continually present whilst I have previously worked around the world in Malaysia, Singapore Nigeria & Bahrain, and now back in the UK - I have maintained a lengthy working relationship with Byron for certainly more than 15 years. During this time he has also moved from his previous employer to his current employer, and that was not even a hiccup! It has always been a pleasure and a very comfortable experience to work with him and I have always been pleased with his advice and his sensible recommendations put forward, mainly because he is a very cool person who is never upsetting.

I hold him in high regard also as he has always offered a balanced opinion on financial matters, and I would have no hesitation in recommending Byrons financial services and support to my friends and family in the future. He has clearly always been interested in my own varying circumstances in relation to his financial products and has always been keen to ensure that any forthcoming advice for me is fully understood by me and rightly timed before it is acted upon. Byron is a very experienced, honest, focused and professional adviser, and I wish him continued success in his future years.

We had been looking for several years for a knowledgeable and professional advisor in Singapore to help with UK pension strategy. Once we met Byron we knew we had the best man for the job. Byron is very experienced and always able to discuss any subject in great detail. He advised accurately on consolidating 6 UK pension schemes into two SIPPs. This process was smooth and painless under Byron’s guidance brilliantly supported by Rose who never fails to arrange meetings on time and is very helpful with any queries. These new schemes are being managed very well by Byron with no surprises. It’s a satisfying conclusion to what we thought would be a complex process. I have no hesitation in strongly recommending Byron as your new independent financial advisor.

Byron has been advising us on financial matters for the last three years. We have always found his advice to be knowledgeable, sound and impartial and always made in our very best interests. From an initial meeting to discuss life insurance, Byron has advised us on a number of financial matters and we have increased our business with him to include a number of diverse financial products. Byron’s enthusiasm for providing the best customer service and explaining the complexities of finance in an easily understandable and interesting way make him an adviser we would not hesitate to recommend.

When it was time to refresh our estate after arriving in Singapore we made a list of five financial advisors and met with each one. After shortlisting two and meeting them again Byron was our clear choice. Why? Because he understood us: the stage of life we were in having just become ‘old’ parents, the fact that we had a certain urgency having enjoyed life to the fullest thus far and therefore being behind on our savings, our appetite for aggressive investments that would help us retire in comfort at a reasonable age that yet lacked foolishness. Over the last two years we have not been disappointed with our choice. On the contrary. Byron has been able to distill investment information into understandable concepts, he and his team have been available with advice and support at hours that cater to our busy schedules, and most importantly his steering of our estate has resulted in us making money, and not losing it, which a lot of our colleagues have experienced in this volatile market. Talk about a good financial advisor. We are looking forward to many more years of collaboration and growth with Byron.

I have known Byron for around 10 years and have to say that I have been very happy with his tremendous professionalism. Byron has always striven to do the best for me and my family. His knowledge of the industry, personal advice and views have been welcomed by myself as I decide which direction should be taken. I would have absolutely no problem with recommending Byron and his services to others and I would expect that to continue. I look forward to continuing our working relationship for many years to come.

I have been working with Byron Murphy as my financial advisor for more than a year now. Throughout the process, Byron has been a consummate professional who looks out for the best interests of his individual Clients. He comes with a wealth of knowledge with regards to the market and financial conditions within Singapore and the entire SEA region. I would, without hesitation, recommend Byron to any individual who is seeking investment opportunities.

I first started working with Byron and the Globaleye team a little over 2 years ago. Having met many financial advisers since arriving in Singapore, I chose Byron because of his very straightforward and pragmatic approach to the advice and management of my financial planning and investment portfolio. His team are especially effective in working around my busy schedule, and providing the support required to make something I find a real chore much more manageable.

Ian Dunderdale - Senior Vice President, Hydra Energy (Singapore)

Byron provides solid professional financial advice with a very strong focus on Client requirements. He is clearly interested in my circumstances in preference to his products and keen to ensure any advice is fully understood by me before it is acted on. I have been very comfortable working with Byron and his team over the last few years and pleased with the advice and recommendations proposed. At all times Byron has taken the time to fully explain the recommendations and made sure that I am fully informed and understand the proposals and fee structure before we go ahead to implement any plans. Byron ably supported by his team both exemplify care for the client and professionalism in the industry.

Since the day I stepped into Globaleye’s office in early 2011, I have received personalised advice tailored to my individual requirements and circumstances. I have been very comfortable working with Byron Murphy and pleased with the Advice and recommendations put forward. At all times Byron has taken the time to fully explain the recommendations and made sure that I am fully informed and understand the proposals and fee structure before we went ahead to implement any plans. Byron and his team have provided solid professional financial advice with a very strong focus on Client requirements.

I have maintained a working relationship with Byron Murphy for more than 15 years.During that time Byron has exemplified professionalism and care for myself and myfamily as Clients but also towards his industry. Byron’s research, suggestions and objectivity have always been exemplary. It has been my pleasure to extend referrals to others when seeking advice on the planning financial affairs; wills, life insurance and assurance and well as fund investments. I could not recommend anyone more highly in his field of expertise and look forward to my future dealings with him.

Mark Florance - Managing Director & Founder, S.E.A. Strategic Pte. Ltd. (Singapore)

I have known and worked with Byron since 2011. I have found him to be personable, reliable, sincere and, above all, knowledgeable. I have met with some of his Clients and they share similar views. I would not hesitate to recommend Byron to others.

Page 8: Let’s talk global financial planning...choice for over 15,000 Clients worldwide with over SGD 1 billion under management. Globaleye have forged connections with some of the Globaleye

Exclusive Services

GLOBALEYE VALUATION SERVICE (GVS)

GLOBALEYE PORTFOLIO SERVICE (GPS)

GLOBALEYE BULLETIN SERVICE (GBS)

For our full range of in-house services please visit www.globaleye.sg

Globaleye provide a host of in-house services that will enable you to stay on top of your finances and keep track of the latest developments.These include:

Designed to give you up to date online information on all of your financial plans whenever you need it, the GVS combines all your assets including property, cash, insurance and investments to give you everything from indepth analysis to a snap shot of your net worth.

Selecting the right financial plan is one thing; keeping an eye on how it performs over time is another. The GPS is the system that overseas Client portfolios and investment strategies. Covering due diligence, risk profiling, asset selection and ongoing monitoring. With comprehensive reports available online and downloadable in soft & hard copy format.

The GBS delivers essential and informative financial news straight to your inbox. The monthly broadcast features product spotlights, videos, seminars, investor bulletins, events and much more.

Page 9: Let’s talk global financial planning...choice for over 15,000 Clients worldwide with over SGD 1 billion under management. Globaleye have forged connections with some of the Globaleye

Byron MurphyVice President HP: +65 9828 5734DID: +65 6632 [email protected]

Rosemary SeahExecutive PA to Byron MurphyDID: +65 6632 [email protected]

Marion Elisé Client Relationship CoordinatorHP: +65 8353 0526DID: +65 6632 [email protected]

Claire WedlockUK Pension & Tax SpecialistDID: +65 6632 [email protected]

Talk to Us

The most basic of all human needs is the need to understand and be understood.The best way to understand people is to listen to them. - Ralph Nichols“ “

Globaleye Singapore2 Battery Road, #26-01, Maybank Tower, Singapore 049907MAS License No. FA100044-2