Investment Management Singapore

The very best investment plan is one which is tailored to your specific needs while being able to create great returns. At The Heritage Partnership, we work with you to understand your needs and desires while utilising the market leading investment strategies we practise. 

Wealth management and investment banking are two distinct areas of finance, although the two do share some similarities in terms of the financial services offered. 

Wealth management is a financial advisory service that focuses on managing the assets of high net worth entities. Wealth managers work with their clients to develop and implement investment strategies that meet their financial goals over the long term, while also providing additional services such as financial planning, tax planning, estate planning, and risk management in addition to managing one’s overall financial wellbeing. 

Investment banking, on the other hand, is a financial service that focuses on providing advice and support to companies, governments, and other organisations in relation to financial transactions. Investment bankers help clients to raise capital, acquire or merge with other companies, and engage in other complex financial transactions. Investment banking involves short-term relationships with clients and a focus on specific transactions rather than overall financial management.

While both wealth management and investment banking involve financial services and the provision of advice, they differ in terms of the type of clients served, the nature of the services provided and their overall focus.

Asset managers and investment managers are both financial professionals who maintain a fiduciary partnership with their clients and aim to maximise client profits. Asset management focuses on handling a client’s physical assets while investment management is a more general term for handling their investments. 

Asset managers are tasked with the responsibility of analysing, collecting and handling a client’s financial portfolio. Generally, asset managers will focus on specific asset investments such as real estate, exchange-traded funds (ETFs), stocks or fixed-income securities. An asset manager’s goal is to increase returns from client investments and restructure them when needed to gain their clients more profit. 

On the other hand, investment managers are financial professionals who utilise risk assessments to ensure their clients are receiving profitable returns on any investments they make. Their duties will often entail tax planning, estate planning, retirement planning, supporting any philanthropic efforts and managing education fees. If an investment manager does their job correctly, they will generate a steady flow of income for their clients as a result of wise investment decisions. 

At The Heritage Partnership, our status as a Partner Practice of St. James Place enables us to operate in both the asset management and investment management fields. To see a full list of our services, please visit our Individual services and Business services page.