Found 33 results in Singapore
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Alex Celer
Sovereign Wealth

St. James’s Place (Singapore) Pte. Limited, 1 Raffles Place, Singapore, 048616

St. James’s Place (Singapore) Pte. Limited, 1 Raffles Place, Singapore, 048616

With vast international experience, my focus is on building long-term relationships founded on the fundamentals of financial planning. I place great emphasis on helping clients build a strong financial foundation through holistic goals-based strategies and portfolio adjustments.

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Alex de Lisle
Eight Wealth International

St. James’s Place (Singapore) Pte. Limited, 1 Raffles Place, Singapore, 048616

St. James’s Place (Singapore) Pte. Limited, 1 Raffles Place, Singapore, 048616

Alex de Lisle has been providing wealth management advice to clients in Singapore since 2009. After joining the esteemed St. James’s Place Partnership in 2014, he is proud to have been the first appointed Senior Partner at St. James’s Place Asia.

Alex provides advice covering the areas of tax efficient investment planning, retirement and education planning and wealth protection to name just a few. His expertise in wealth management allows him to tailor the most comprehensive, appropriate, and bespoke advice to his clients to meet their goals.

Alex was Educated at Eton College and Oxford Brookes University. Alex is married to Hannah and has two children; Daisy, 13 who attends Tanglin Trust and Hugo, 15 who lives in the UK and plays football for Leicester City and the England National U16’s Team. Alex is a keen sportsman himself, an ex-professional polo player and now keen footballer and golfer.

In 2024, Alex and his loyal team merged their Practice with Eight Wealth International to combine their expertise and enhance the overall offering provided to clients.

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Alexis Livanes
Eight Wealth International

St. James’s Place (Singapore) Pte. Limited, 1 Raffles Place, 048616

St. James’s Place (Singapore) Pte. Limited, 1 Raffles Place, 048616

Having a unique set of skills across the UK, Australia, and Singapore, I bring a depth of knowledge and understanding to my clients and make sure they make the most of their time financially whilst in Singapore.

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Batya Shulman
Batya Shulman

St. James’s Place (Singapore) Pte. Limited, 1 Raffles Place, Singapore, 048616

St. James’s Place (Singapore) Pte. Limited, 1 Raffles Place, Singapore, 048616

Batya is a Chartered Accountant, Licenced Financial Adviser, Honorary Treasurer and Board Member.

Having started her career in 1997, she brings a wealth of international experience in banking, financial services, and consulting across Sydney, New York, Tokyo, Hong Kong, and Singapore, meeting the diverse needs of her clients as a trusted adviser.

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Brent Nicholson
Sovereign Wealth

St. James’s Place (Singapore) Pte. Limited, 1 Raffles Place, Singapore, 048616

St. James’s Place (Singapore) Pte. Limited, 1 Raffles Place, Singapore, 048616

Based in Singapore, I provide holistic wealth management advice to clients. I joined the financial services sector in 1985 working for Imperial Life UK. In 1990 I formed my own independent financial services Practice and sold it in 2005. Since then I have worked for various companies as a financial adviser in Zurich, Kuala Lumpur, Tokyo, Marshall Islands, Rio De Janeiro and Sao Paulo.

I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able to offer a rounded, professional and principled service.

Charity is also important to me and I regularly give and participate in events.

Fundamentally, I see my approach as one of problem-solving for the client - rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.

Accreditations: BMN300119480

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Charles Edwards
The Heritage Partnership

St. James’s Place (Singapore) Pte. Limited, 1 Raffles Place, 048616

St. James’s Place (Singapore) Pte. Limited, 1 Raffles Place, 048616

Charles has worked in the finance industry advising individuals and business owners on a comprehensive range of services, for the past 15 years.

As a Principal of The Heritage Partnership, Charles works with expatriate and Singaporean clients where his emphasis is on creating and maintaining trusted long-term relationships. In addition, he takes pride in adopting a holistic advisory approach by delivering a range of value-added services with financial objectives regularly reviewed to help them remain on track. Results-oriented in nature, Charles consistently delivers on clients’ expectations by utilising a blend of traditional and alternative asset classes.

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Cheryl Goubet-Bodart
Eight Wealth International

St. James’s Place (Singapore) Pte. Limited, 1 Raffles Place, 048616

St. James’s Place (Singapore) Pte. Limited, 1 Raffles Place, 048616

Born and raised in Singapore, I've built trusted relationship with my clients and their families. Similar to them, I understand the importance of leaving a legacy for generations to come.

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Côme Doléac
Select Investors

St. James’s Place (Singapore) Pte. Limited, 1 Raffles Place, Singapore, 048616

St. James’s Place (Singapore) Pte. Limited, 1 Raffles Place, Singapore, 048616

Côme was presented with the opportunity in 2016 to join St. James's Place, giving him the platform to build his own Practice and is now managing his portfolio of international clients. Côme supports his clients with their entire financial position including providing advice on estate, tax and inheritance planning. Côme helps support in the goal setting, and looking at options for implementation in helping to secure the latter; with a strong focus to grow, protect or preserve their wealth.

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Craig Digby
Sovereign Wealth

St. James’s Place (Singapore) Pte. Limited, 1 Raffles Place, Singapore, 048616

St. James’s Place (Singapore) Pte. Limited, 1 Raffles Place, Singapore, 048616

I provide specialised financial solutions to assist clients to grow/protect their wealth, placing a strong emphasis on financial forecasting, and goals-based planning, predominantly covering Sentosa and the Singapore Central Business District.

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Daniel Brunner
The Heritage Partnership

St. James’s Place (Singapore) Pte. Limited, 1 Raffles Place, 048616

St. James’s Place (Singapore) Pte. Limited, 1 Raffles Place, 048616

I hold a Master’s degree and PhD in Business Administration and Economics from the University of Zurich. Residing in Singapore since 2016, I specialise in wealth management and financial planning for mobile clients in Singapore, Hong Kong, and Mainland China.

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Danielle Teboul
Select Investors

St. James’s Place (Singapore) Pte. Limited, 1 Raffles Place, Singapore, 048616

St. James’s Place (Singapore) Pte. Limited, 1 Raffles Place, Singapore, 048616

My passion and focus is to empower working professionals in Singapore to take charge of their financial future and supporting her clients with their financial journey, whichever country they decide to settle down in.

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David Gardner
Sovereign Wealth

St. James’s Place (Singapore) Pte. Limited, 1 Raffles Place, Singapore, 048616

St. James’s Place (Singapore) Pte. Limited, 1 Raffles Place, Singapore, 048616

With a wealth of knowledge in the industry and celebrating ten years of living and breathing Asia, I provide expert advice to clients in the United Kingdom, Singapore and now Dubai, helping ensure all financial aspirations are achieved.