Senior Partner Practice of St. James's Place (Singapore) Private Limited

Our Services

Investment Management Singapore

Whether you’re looking for wealth preservation, growth, or a combination of both, we offer quality advice, comprehensive investment solutions and ongoing service. 

With regular reviews, we adjust your portfolio to meet your changing needs and current market conditions to help you achieve your financial goals.

As a Partner Practice of St. James’s Place, The Heritage Partnership has access to a distinctive investment management approach that draws on the expertise of some of the world’s top investment professionals. St. James’s Place is a well-respected wealth management firm that is committed to providing clients with high-quality financial services and investment management.

Diverse Investment Services in Singapore

The independent members of the committee have been carefully selected for their individual expertise. This allows us to help you diversify your investments across a wide range of global investment types.

The investment management approach we employ is designed to help clients achieve their financial goals by providing a diversified portfolio of investments across a wide range of global investment options.

Our approach to investment is underpinned by a rigorous research process, which involves the selection of high-quality investments based on a range of criteria, including investment performance, risk management, and suitability for the client’s investment objectives.

Managing & Creating Financial Success

At The Heritage Partnership, we work closely with our clients to understand the needs and financial goals their entities require. We use our expertise and the resources available to us through St. James’s Place to develop tailored investment strategies designed to help our clients achieve their financial objectives. 

We believe that our approach to investment management can help our clients to achieve their long-term financial goals while also managing risk.

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 you invested.

The St. James’s Place approach to investment management only applies to St. James’s Place Products.

Frequently Asked Questions

What is the best investment plan in 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. 

What is the difference between wealth management and investment banking?

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.

What is the difference between asset management and investment management?

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.

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