Secure your financial future with SJP wealth management services
Build a plan for life and achieve your financial goals with our advisers who will make it their mission to understand the future you.
Wealth management in Singapore
All financial advice and guidance we provide at St. James’s Place is focused on helping you to achieve your life goals.
Which is why it’s important, right from the start, to understand your unique financial situation and aspirations before putting a detailed financial plan together. With over 30 years of experience in financial services, as well as personal and family wealth management in Singapore, we believe in advising our clients face-to-face and one-to-one, as much as possible.
Our experienced wealth and financial advisers in Singapore are committed to building long-term client relationships. We offer personalised financial planning and expert advice tailored to meet your specific needs. We invest our clients’ money responsibly, focusing on long-term financial outcomes to deliver financial wellbeing and to help create a positive impact on the world.
Our distinctive Investment Management Approach and our advice guarantee are the fundamental principles that underpin our business, designed to help our clients achieve their personal goals.
Please note that the St. James’s Place approach to investment management only applies to St. James’s Place investment products.
Our financial advisory services
- Detailed portfolio management strategies
- Customised investment advice tailored to client goals
- Ongoing monitoring and adjustment of investment plans
- Comprehensive retirement solutions
- Strategies to ensure a secure and comfortable retirement
- Pension planning and retirement income strategies
- Guidance on preserving wealth for future generations
- Assistance with wills*, trusts, and estate management
- Strategies to minimise estate taxes and ensure smooth wealth transfer
- Expertise in navigating complex tax situations
- Strategies for minimising tax liabilities
- Assistance and consultation with inheritance tax and global asset management
- Insurance solutions to protect against unforeseen events
- Life, health, and income protection plans
- Tailored protection strategies to safeguard financial well-being
- Specialised services for expatriates living in Singapore
- Financial planning tailored to the unique needs of expats
- Assistance with international financial issues and compliance
* Advice relating to a will and trust involves the referral to a service that is separate and distinct to those offered by St. James’s Place.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. You are advised to seek independent tax advice from suitably qualified professionals before making any decision as to the tax implications of any investment.
Key figures
Data correct as at 31 December 2024.
Clients
Funds under management
Qualified advisers
Security and compliance
At St. James's Place, we prioritise the security of your investments through multiple layers of protection:
- Asset Backing: Your investments are backed by tangible assets like shares, bonds, and property, providing a solid foundation for your wealth.
- Safekeeping of Assets: We entrust the custody of your assets to a globally recognised and regulated custodian bank.
- Regulatory Protection: St. James's Place operates under strict regulatory supervision by the Monetary Authority of Singapore to ensure we are able to meet current and future commitments.
