Lodestar Capital Management | 財富傳承的投資指引

致力於為高淨值家族導航的精品 EAM A Boutique EAM Dedicated to Navigating High-Net-Worth Families

在變幻莫測的金融海洋中，我們是您恆久的參照點。Lodestar 意為投資指引 (The Guiding Star)，我們深知財富管理不僅是數字的增長，更是家族傳承的旅程。 In the unpredictable ocean of finance, we are your constant reference point. Lodestar means The Guiding Star. We understand that wealth management is not merely about numerical growth, but about the journey of family succession.

身份 Identity

2025 年註冊於新加坡的獨立外部資產管理公司 (EAM)，依據《1967 年公司法》成立。 An independent External Asset Manager (EAM) registered in Singapore in 2025, established under the Companies Act 1967.

定位 Positioning

結合「基金管理」與「管理諮詢」雙重引擎，提供客觀、獨立的買方建議。 Combining dual engines of 'Fund Management' and 'Management Consultancy' to provide objective, independent buy-side advice.

承諾 Promise

不隸屬於單一銀行，作為客戶的受託人 (Fiduciary)，確保利益完全一致。 Not affiliated with any single bank, acting as your Fiduciary to ensure complete alignment of interests.

核心業務 Core Services

雙引擎驅動，為您的財富增值與傳承提供全方位專業服務 Dual-engine approach providing comprehensive professional services for wealth growth and succession

基金管理 Fund Management

Fund Management Activities (ACRA: 66309)

資產配置 (Asset Allocation) Asset Allocation

針對客戶風險偏好，量身打造全球資產配置策略 Tailored global asset allocation strategies based on client risk preferences

全權委託與投資組合管理 Discretionary Portfolio Management

專業團隊主動管理，動態調整倉位以應對市場波動 Professional team actively manages and dynamically adjusts positions to respond to market volatility

受託人責任 (Fiduciary Duty) Fiduciary Duty

作為您的受託人，嚴格監控投資組合表現，確保每一筆投資符合長期利益 As your fiduciary, we rigorously monitor portfolio performance to ensure every investment aligns with long-term interests

管理諮詢 Management Consultancy

Management Consultancy Services (ACRA: 70209)

財富架構諮詢 (Wealth Architecture) Wealth Architecture

超越單純的資產增值，協助客戶構建穩固的財富持有結構 Beyond simple asset appreciation, we help clients build solid wealth holding structures

戰略規劃 (Strategic Planning) Strategic Planning

協助家族辦公室與高淨值個人在複雜法規與金融環境中制定長期戰略藍圖 Assisting family offices and high-net-worth individuals in formulating long-term strategic blueprints within complex regulatory and financial environments

應對複雜環境 Navigating Complexity

針對家族傳承、稅務優化與跨境資產議題提供專業諮詢導航 Providing professional advisory navigation for family succession, tax optimization, and cross-border asset issues

獨立 EAM 模式：您的利益，我們的唯一準則 Independent EAM Model: Your Interests, Our Only Criterion

傳統私人銀行 Traditional Private Banks

銷售導向 (Sales Driven) Sales Driven

受限於內部產品 (Restricted to Internal Products) Restricted to Internal Products

銀行利益優先 (Bank's Interest First) Bank's Interest First

Lodestar Capital (EAM)

買方立場 (Buyer's Perspective) Buyer's Perspective

全市場篩選 (Open Architecture) Open Architecture

客戶利益至上 (Client's Interest First) Client's Interest First

客觀篩選 Objective Selection

我們不隸屬於任何單一銀行。這賦予我們絕對的自由，能在全市場為您篩選最合適的金融產品。 We are not affiliated with any single bank. This grants us absolute freedom to select the most suitable financial products for you across the entire market.

最佳結構 Best Structure

代表客戶與銀行談判，爭取最佳的投資收益與成本結構 (Best execution and cost structure)。 Representing clients in negotiations with banks to secure the best execution and cost structure.

穩健的資本基礎與高效架構 Solid Capital Foundation and Efficient Structure

財務實力 Financial Strength

公司擁有雄厚的財務實力，已繳足資本為 The company possesses robust financial strength with paid-up capital of

SGD 1,000,000

這筆資金不僅是法規要求，更是我們對長期營運的實質承諾，為客戶資產提供強有力的信心保障。 This capital is not merely a regulatory requirement but our substantive commitment to long-term operations, providing strong confidence assurance for client assets.

營運架構 Operational Structure

採用股權限制豁免私人公司架構 Adopting the structure of

Exempt Private Company Limited by Shares

此架構確保了決策流程的高效性 (Efficiency) 與服務的高度私密性 (Privacy)，完全契合高淨值客戶對隱私的需求。 This structure ensures decision-making efficiency and high service privacy, perfectly aligning with high-net-worth clients' privacy requirements.

立足亞洲金融心臟 Positioned at the Heart of Asian Finance

總部位置 Headquarters

1 Temasek Avenue, #24-01A, Millenia Tower

Singapore 039192

所在區域：美年大廈(Millenia Tower) — 新加坡的核心中央商務區。 Location: Millenia Tower — Singapore's core Central Business District.

地理優勢 Geographic Advantage

此地理位置象徵我們處於亞洲財富管理的中心樞紐。便於與各大國際私人銀行、律師事務所及金融機構保持最緊密的物理連結與合作關係，確保訊息流通與執行效率。 This location symbolizes our position at the central hub of Asian wealth management. It facilitates the closest physical connections and collaborative relationships with major international private banks, law firms, and financial institutions, ensuring information flow and execution efficiency.

位於新加坡金融核心區，鄰近各大國際銀行與金融機構，為客戶提供便捷的專業服務與緊密的合作網絡。 Located in Singapore's financial core, adjacent to major international banks and financial institutions, providing clients with convenient professional services and a close collaborative network.

公司快照 Company Snapshot

Company Fact Sheet

公司名稱 Company Name Lodestar Capital Management Pte. Ltd.

公司註冊號 (UEN) Company Registration No. (UEN) 202535968W

成立日期 Date of Incorporation 2025 年 8 月 15 日 15 August 2025

公司狀態 Company Status 營運中 (Live Company) Live Company

註冊資本 Registered Capital SGD 1,000,000 (已繳足 / Paid-up) SGD 1,000,000 (Paid-up)

註冊地址 Registered Address 1 Temasek Avenue, #24-01A, Millenia Tower, Singapore 039192

主要業務 Primary Business 基金管理活動 (Fund Management Activities - 66309) Fund Management Activities (66309)

次要業務 Secondary Business 管理諮詢服務 (Management Consultancy Services - 70209) Management Consultancy Services (70209)

您的財富，我們的使命 Your Wealth, Our Mission

Lodestar Capital 期待成為您值得信賴的長期夥伴。讓我們為您的家族財富繪製專屬的星圖。 Lodestar Capital looks forward to becoming your trusted long-term partner. Let us chart a bespoke constellation for your family wealth.

1 Temasek Avenue, #24-01A, Millenia Tower, Singapore 039192

財富傳承的投資指引 The Guiding Starof Wealth Succession