Kellie Tan, Head of Prime Services and Securities Clearing Sales at StoneX Group, used her appearance at the Hubbis Independent Wealth Management Forum – Singapore 2026 to outline how StoneX’s corresponding clearing capabilities are designed to support wealth managers across client management, technology, trading, reporting and product access.
Her remarks focused on three core challenges facing wealth managers: maintaining control over the client relationship, offering differentiated services, and using streamlined technology to support the full business workflow. Tan positioned StoneX’s platform as a comprehensive solution built specifically to help wealth managers scale, while retaining ownership of the client experience.
The presentation also highlighted StoneX’s broader financial market capabilities, extending beyond equities and fixed income into funds, structured products, swaps, repos, futures and institutional FX solutions.
Key Takeaways
- Wealth Managers Need Greater Control: Tan identified control over client management and the client relationship as a key industry challenge.
- Differentiated Service Requires Better Tools: Wealth managers need access to a broader toolkit if they are to stand apart in a competitive market.
- Technology Must Support The Full Workflow: StoneX’s corresponding clearing platform is designed to support onboarding, portfolio management, client service, relationship management and reporting.
- Client Onboarding Remains In The Adviser’s Hands: Tan emphasised that wealth managers retain control over onboarding and the overall client experience.
- Multiple Fee Models Can Be Supported: The platform can support various structures, including performance fees and retrocessions.
- Integrated Trading And Reporting Are Core Features: StoneX offers inbuilt trading, account management and robust reporting modules.
- Product Access Extends Beyond Traditional Markets: The firm provides capabilities across equities, fixed income, funds, structured products, swaps, repos, futures and institutional FX.
- Relationship Management Remains Central: Tan positioned StoneX’s dedicated relationship managers as part of a “white glove” service model designed to help advisers use the platform effectively.
Tan opened by framing StoneX’s corresponding clearing proposition around the practical challenges faced by wealth managers today.
She identified three main issues. First, wealth managers need control over client management and the relationship. Second, they need tools that allow them to provide differentiated services to clients. Third, they need streamlined technology that can support the entire business, from onboarding and portfolio management through to client service, relationship management and reporting.
“The challenge is not only access to markets,” Tan said. “It is having the infrastructure to manage the client relationship properly from end to end.”
This was the core problem StoneX’s corresponding clearing model is designed to solve. Rather than focusing only on execution or custody, Tan presented the platform as an operating layer for wealth managers seeking to scale without losing control of the client experience.
Technology Built For Wealth Managers
Tan said StoneX has decades of experience supporting wealth managers, particularly in the US and Latin America, and now increasingly in Asia.
The firm has built proprietary technology specifically to address the needs of wealth managers. A key part of this is control over client onboarding. Tan emphasised that the process remains in the hands of the wealth manager, allowing them to shape the experience and maintain ownership of the client relationship.
“Onboarding is part of the relationship,” she said. “The platform should support that process without taking it away from the wealth manager.”
The technology also supports various fee models. Depending on the structure of the adviser’s business, the platform can accommodate performance fees, retrocessions and other fee arrangements.
For Tan, this flexibility is important because wealth managers do not all operate under the same commercial model. Infrastructure needs to support those differences rather than force firms into a single template.
From Trading To Reporting
Tan highlighted the platform’s inbuilt trading, account management and reporting modules.
These tools are intended to give wealth managers the operational foundation to manage portfolios, serve clients and scale their businesses more efficiently. By bringing these functions into a single technology environment, StoneX aims to reduce fragmentation and support a smoother adviser workflow.
“The goal is to put the tools at the wealth manager’s fingertips,” Tan said. “That is what allows a business to scale without adding unnecessary complexity.”
Reporting was also positioned as a core component of the offering. For wealth managers, high-quality reporting is not simply an administrative function. It supports client communication, relationship management and trust.
Tan’s message was that the technology layer should help advisers spend less time managing operational friction and more time serving clients.
A Broader Financial Market Toolkit
Tan also emphasised that StoneX is a diversified financial firm with capabilities beyond traditional equities and fixed income.
She pointed to access across funds, structured products and more specialised hedging instruments, including swaps, repos, futures and institutional FX solutions. These capabilities are intended to provide wealth managers with a broader toolkit for serving clients and differentiating their offering.
“Differentiation comes from having more than the standard menu,” she said. “Wealth managers need access to the tools that allow them to respond to more complex client needs.”
This breadth of product access is part of the StoneX value proposition. The platform is not only designed to process accounts or trades. It is intended to help wealth managers expand the range of solutions they can provide.
For independent wealth managers, that may be particularly relevant as clients demand more sophisticated portfolio construction, hedging and execution capabilities.
Scaling With Service, Not Just Technology
Tan concluded by positioning StoneX as a comprehensive solution for wealth managers seeking to grow.
The objective is to help firms scale their businesses through technology, product access and dedicated relationship management. Tan was clear that the platform is supported by relationship managers who provide a more tailored service, helping advisers avoid being overwhelmed by the technology itself.
“The platform matters, but service matters too,” Tan said. “The aim is to help wealth managers use the infrastructure without drowning in it.”
The broader message was that wealth managers need infrastructure that supports their commercial independence, client ownership and operational efficiency. StoneX’s corresponding clearing proposition is designed to provide that foundation, combining onboarding control, fee model flexibility, trading, reporting, product access and relationship support.
For Tan, the opportunity lies in giving wealth managers the tools to scale while maintaining the differentiated client experience that defines their business.
