Pecunia Asset Management

Pecunia Asset Management

Financial Services

Labuan, Labuan FT 485 followers

About us

Pecunia Asset Management Ltd. was founded in 2005 in the United Arab Emirates under the name of Nordic Invest. Based in Dubai, with representative offices around the Middle East, São Paolo and Shanghai, Nordic Invest has gathered significant and world-class experience from a variety of markets – both booming and busting. At the end of 2013 Pecunia was formed. In 2015, Pecunia acquired Montpelier Nordic, with head offices in Labuan, Malaysia. Now, we have representative offices in Kuala Lumpur, Malaysia and Bangkok, Thailand. Moreover, we are fully licensed by LFSA and have over 100 years of combined industry experience. We specialize in offering independent financial advice for both individuals and companies, providing holistic and all-inclusive services to our clients. Thanks to our extensive experience, we can help you to navigate in an ever-expanding and dynamic range of financial products and services, including investments, insurance, offshore banking, estate planning, portfolio management and tax mitigation. These products and services are sourced locally and internationally from the world’s foremost financial institutions. Facebook.com/PecuniaAM Twitter & Instagram: @PecuniaAM

Website
http://www.pecunia-am.com
Industry
Financial Services
Company size
11-50 employees
Headquarters
Labuan, Labuan FT
Type
Partnership
Founded
2005
Specialties
Investments, Tax Planning, Pensions, Insurance, QROPS, and Offshore Banking

Locations

  • Primary

    Lot 2(a), Level 4,

    Wisma Lazenda, Jalan Kemajuan,

    Labuan, Labuan FT 87000, MY

    Get directions

Employees at Pecunia Asset Management

Updates

  • Pecunia Asset Management reposted this

    View organization page for Pecunia Asset Management, graphic

    485 followers

    Thank you for a successful event!  Our Senior advisors in Marbella, Erik Sandvärn & Simon Otterstedt, hosted a successful evening. We would like to thank all of our clients and the lovely restaurant, Fat Mama, for making it a great night. Are you also interested in our services and living in Spain? Get in touch with us at erik@pecunia-am.com +46 70 511 20 44 or simon@pecunia-am.com +46 76 112 17 42.

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  • Planning for retirement is crucial for ensuring a secure financial future. Here's a short guide: 🔹 Set Goals: Define your retirement lifestyle and financial needs. 🔹 Calculate Needs: Estimate your annual retirement expenses. 🔹 Start Saving Early: Contribute to retirement accounts. 🔹 Invest Wisely: Diversify your investments. 🔹 Review Regularly: Adjust your plan as needed. For more personalized advice, feel free to contact us.

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  • Pecunia Asset Management reposted this

    🔹Introducing Simon Otterstedt, Senior Advisor based in Marbella🔹 Can you share insights about your Senior Advisor role? As a Senior Financial Advisor, my role is to provide strategic financial guidance to clients and stakeholders. This involves offering expert advice on investment strategies, financial planning, pension planning and risk management. I also enjoy to mentor junior advisors, stay informed on market trends, and build strong client relationships to ensure their financial success.   What investment strategies do you recommend for someone looking to grow their wealth steadily? I speak to all my clients about the importance of a diversified investment approach, especially for someone seeking steady wealth growth. This typically includes a mix of asset classes such as stocks, bonds, real estate, and possibly alternative investments like commodities or private equity. For steady growth, a balanced portfolio with a long-term perspective is crucial. This means allocating assets based on individual risk tolerance, time horizon, and financial goals. Additionally, I often suggest regular contributions or systematic investment plans to take advantage of dollar-cost averaging and reduce the impact of market volatility. Furthermore, I emphasize the importance of periodic portfolio reviews and adjustments to ensure alignment with changing financial circumstances and market conditions. Overall, a disciplined and diversified investment strategy, coupled with regular monitoring and adjustments, can help achieve steady wealth growth over time.     What's your favorite way to start your day and get energized for work? I energize for work by starting with a healthy morning routine. I exercise, meditate, and have a nutritious breakfast. This sets a positive tone for the day, ensuring I'm focused and ready to serve my clients effectively. For questions or appointments, please contact simon@pecunia-am.com.

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  • 🔹Introducing Simon Otterstedt, Senior Advisor based in Marbella🔹 Can you share insights about your Senior Advisor role? As a Senior Financial Advisor, my role is to provide strategic financial guidance to clients and stakeholders. This involves offering expert advice on investment strategies, financial planning, pension planning and risk management. I also enjoy to mentor junior advisors, stay informed on market trends, and build strong client relationships to ensure their financial success.   What investment strategies do you recommend for someone looking to grow their wealth steadily? I speak to all my clients about the importance of a diversified investment approach, especially for someone seeking steady wealth growth. This typically includes a mix of asset classes such as stocks, bonds, real estate, and possibly alternative investments like commodities or private equity. For steady growth, a balanced portfolio with a long-term perspective is crucial. This means allocating assets based on individual risk tolerance, time horizon, and financial goals. Additionally, I often suggest regular contributions or systematic investment plans to take advantage of dollar-cost averaging and reduce the impact of market volatility. Furthermore, I emphasize the importance of periodic portfolio reviews and adjustments to ensure alignment with changing financial circumstances and market conditions. Overall, a disciplined and diversified investment strategy, coupled with regular monitoring and adjustments, can help achieve steady wealth growth over time.     What's your favorite way to start your day and get energized for work? I energize for work by starting with a healthy morning routine. I exercise, meditate, and have a nutritious breakfast. This sets a positive tone for the day, ensuring I'm focused and ready to serve my clients effectively. For questions or appointments, please contact simon@pecunia-am.com.

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