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Fition Wealth Management
Founded in 2005 and headquartered in Surabaya, Fition Wealth Management operates as an independent Indonesian wealth manager. The firm was built to serve...
Fition Wealth Management
Founded in 2005 and headquartered in Surabaya, Fition Wealth Management operates as an independent Indonesian wealth manager. The firm was built to serve domestic high-net-worth individuals and families seeking portfolio construction beyond conventional bank-deposit products. Its presence in East Java's commercial capital positions it within one of Indonesia's most entrepreneurially dense regions. The firm structures client portfolios across three main pillars: fixed-income securities and mutual funds for core stability, life-insurance wrappers for legacy planning, and direct alternative investments that include real estate and private credit. Fition accesses Indonesian government bonds, corporate notes, and rupiah-denominated mutual funds for its traditional allocation sleeve. Its alternative-investment capability extends to local real-asset transactions — a differentiator in a market where most wealth managers act purely as distributors for third-party fund houses. The geographic focus remains Indonesia, with particular concentration on Surabaya and East Java. Fition does not disclose total assets under management or team size publicly. The firm has not published recent fund launches or capital-raising milestones. As of mid-2026, no senior leadership changes, office expansions, or regulatory filings have been surfaced in the Indonesian financial press. Fition's structural distinction lies in its direct-alternatives capability within a local-market context. Most Indonesian wealth-management firms function as mutual-fund distributors or insurance-agent networks. Fition's combination of balance-sheet-style credit access and real-asset sourcing — including real estate and infrastructure-linked instruments — makes it one of the few Surabaya-based independents offering private-alternatives exposure without routing all capital through Jakarta-based asset managers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2005
AUM
Undisclosed
Location
Region
Asia
Country
Indonesia
City
Surabaya
Corporate office
Surabaya, Indonesia
Sector focus
Frequently asked questions
How does Fition Wealth Management source its real-asset deal flow?
Fition draws on its Surabaya and East Java roots to source direct real estate and private-credit opportunities, leveraging relationships with local developers, business owners, and regional intermediaries. This locally embedded origination model contrasts with the Jakarta-centric distribution approach used by most Indonesian wealth managers.
What types of clients does Fition serve?
Fition serves Indonesian high-net-worth individuals and families, with a particular concentration in Surabaya and East Java. The firm designs portfolios that blend traditional rupiah-denominated fixed-income with alternative assets, catering to clients who want exposure beyond standard mutual-fund and deposit products.
Does Fition manage discretionary portfolios or operate on an advisory basis?
The firm's service model combines advisory and discretionary elements. Fition constructs and manages client portfolios that include direct alternative investments alongside more liquid securities. The exact split between discretionary mandates and non-discretionary advice has not been publicly detailed.
What investment structures does Fition use for alternative assets?
Fition accesses real-asset investments through direct transactions and local structures rather than solely through third-party fund commitments. These include direct real-estate holdings and private-credit instruments, though the firm has not publicly disclosed specific legal vehicles or fund structures.
How is Fition regulated in Indonesia?
As an Indonesian wealth manager, Fition operates under the supervision of Indonesia's Financial Services Authority (OJK). The specific licenses held — whether investment-manager, financial-advisor, or insurance-agent registrations — have not been publicly detailed by the firm.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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