The Heritage Partnership is a Senior Partner Practice of St. James's Place (Singapore) Private Limited, specialising in bespoke, goals-based financial advisory for affluent, high net worth individuals, family offices, trustees, charities and businesses.
We recognise that everyone’s financial journey is different; that is why we take great care in understanding what you have achieved to date and where you wish to be in the future.
Working in unison, we are with you at every step as your life evolves. We take on the responsibility of your financial goals as if they were our own by helping you implement and manage a bespoke strategy to preserve your wealth on your journey to build a lasting legacy.
As a Senior Partner Practice of St. James's Place, we have the dedicated support of a FTSE 100 company and access to a wide range of high-value financial advice and services. St. James’s Place guarantees the suitability of the advice given by the Heritage Partnership when recommending any of the wealth management products and services available from companies in the group.
St. James’s Place (Singapore) Private Limited is regulated by the Monetary Authority of Singapore and is a member of the Investment Management Association of Singapore and Association of Financial Advisers (Singapore). Company Registration No. 200406398R. Capital Markets Services Licence No. CMS100851.
The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
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Industry
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Financial Services
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Company size
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11-50 employees
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Headquarters
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Singapore, Singapore
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Type
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Partnership
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Specialties
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Retirement planning, Legacy planning, Repatriation Planning, UK Pension Review, Education Funds Planning, Personal Health Insurance, Life critical illness and disability cover, Business Owner Support, Business Insurance, Financial Wellness, Financial Education in the Work Place, Tax-efficient investment planning, and Trustee Investment Planning
