AAM Financial Services
Private Wealth
A proposed way to bring your everyday finances and long-term plans together, with one relationship to help you find your way.
Your finances should make sense together.
AAM Private Wealth is a proposed service that would bring banking, investments, property and family planning into one relationship. A licensed financial adviser would help you consider each part alongside your needs and budget.
You do not need to have everything figured out before asking for help. We want financial planning to feel more approachable, whether you are beginning to save or thinking about what to leave to your family.
Everyday banking
Transactional accounts, cards and digital payments, connected to your wider wealth plan.
Wealth & investments
Income, equity, balanced and retirement solutions — including Consumption Linked Investment Funds (CLiFs), where everyday spending helps build long-term investments.
SWYO · OWYS
Shop Where You Own. Own Where You Shop. Your everyday expenses could be connected to qualifying investments in the businesses and properties you support.
Property wealth
Participation in Stratum Mini Complex, Mixed Use and Sports City opportunities across the AAM ecosystem.
Protection & family wealth
Life and income protection, retirement, estate planning and savings for the next generation.
A proposed AAM Private Wealth Card would connect everyday transactions with your wider wealth experience through one integrated platform. Card issuance and functionality are subject to banking partnerships, product approval and applicable regulatory requirements.
Who we serve
Individuals and households beginning their investment journeys, salaried professionals, entrepreneurs, participating communities and established private wealth clients — across different income levels and stages of life.
AAM Private Wealth is a proposed offering and is not yet available. Banking products are provided through appropriately licensed banking institutions; advice and investments are provided through appropriately authorised financial services providers. Shopping does not automatically create ownership. Investments carry risk, returns are not guaranteed, and participation depends on the applicable programme agreements and terms.
Talk through your plans.
An adviser can help you understand what may suit you and what to consider next.