A Singapore asset manager licensed by the Monetary Authority of Singapore (CMSL 100540).
We manage alternative fund strategies for institutional and accredited investors, and the bank and brokerage accounts of private clients as an external asset manager.
We manage funds that seek returns from sources other than listed stocks and bonds, from Japanese equity long/short to private credit, litigation finance and real assets.
Our funds are available only to institutional and accredited investors, through private placement.
As an external asset manager (EAM), we manage portfolios held in our clients' own names at private banks and brokers. We give dealing instructions only and never hold client money or assets.
We specialise in Japanese clients living outside Japan.
Our strategies are built around sources of return that behave differently from listed equity and bond markets. We look for areas where specialist structuring, legal and operational work is part of the return.
Your assets are held in your name with a private bank or broker. We never hold client money or assets.
As we are not tied to any one institution, you are free to choose the bank or broker that best suits your objectives.
Once an investment policy is agreed, we take day-to-day dealing decisions on your behalf.
We are an external manager appointed to run the accounts you hold with a bank or broker (the industry calls this an EAM, an external asset manager). Your assets always stay in an account in your name, and we can only give dealing instructions; we cannot withdraw or transfer funds. Your assets are held by the bank or broker, segregated from our own.
We open an account in your name with a private bank in Singapore.
Access the bank's full range of bonds, funds and structured products.
We open an account in your name with Interactive Brokers.
Invest in global equities, ETFs and bonds at low cost.
Founded Monterey in 2006 and has managed hedge funds for the 20 years since. Starting from Japanese equity long/short, he has gone on to alternative investments that behave differently from equities and bonds, including US residential renovation loans, litigation finance and real assets backed by steel plates. Earlier in his career he worked in the FX and interest rate derivatives markets in London and Singapore.
Alternative investments uncorrelated with public markets
Senior Vice President at SPARX Asset Management, then built a career in hedge funds at Asuka Asset Management and JL Capital. Joined Monterey in 2015 and has been a director since 2019.
Structuring alternative investments such as litigation finance, and running fund operations
Started at Daiwa Securities in branch and head-office sales before completing a company-sponsored MBA abroad. Went on to Daiwa's head-office private banking department, Daiwa Singapore, Bank of Singapore and UBS, spending more than 30 years managing and preserving the wealth of private clients in Japan and overseas. Joined Monterey in 2023.
Designing the overall architecture of a client's wealth, then delivering optimal asset management by selecting and combining the strengths of multiple financial institutions
From 2013, an equity and FX dealer at Phillip Securities and OCBC Securities in Singapore, dealing for Japanese institutional and private clients at the sharp end of the market. Joined Monterey in 2024, bringing a feel for markets honed on the dealing desk.
Transparent operations underpinned by rigorous risk control
After HR administration at Deutsche Asset Management (Japan), she moved into compliance at Nomura Asset Management Singapore. With long experience in the operations of asset managers in Japan and Singapore, she has been Monterey's Compliance Officer since 2017.
Compliance in Singapore, Japan and across borders
We discuss your assets and objectives, online or at our Singapore office.
We confirm your investment experience, attitude to risk and accredited investor status.
We open an account in your name with the institution of your choice.
We manage your portfolio under the agreed policy and report to you regularly.
| Company name | Monterey Capital Management Pte. Ltd. |
|---|---|
| Address | 1 Coleman St, #09-09B The Adelphi, Singapore 179803View on Google Maps |
| Licence | Capital Markets Services Licence CMSL 100540, Monetary Authority of Singapore |
| Established | 2008 (founded in Japan in 2006) |
| Business | Fund management and discretionary portfolio management |
| Japan subsidiary | Monterey Capital Management Japan Co., Ltd.Visit our Japan site |
| Japan registrations | Financial Instruments Business Operator (Investment Management), Director-General of the Kanto Local Finance Bureau (FIBO) No. 3434 Real Estate Brokerage Licence, Governor of Tokyo (1) No. 112952 |
| Japan memberships | Investment Management Association of Japan Tokyo Real Estate Transaction Association National Real Estate Transaction Guarantee Association, Tokyo Headquarters |
We respond in English and Japanese. Please email us at the address below with your name, country of residence and enquiry, and a member of the team will be in touch.
Residents of Japan are looked after by our Japan subsidiary. Please contact us via our Japan pages
This page is intended for accredited investors and institutional investors as defined in the Securities and Futures Act 2001 of Singapore.
