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

Jason Tan

Portfolio Specialist

M +65 9339 3378

E [email protected]

Jason is an experienced Portfolio Specialist, with a particular forte in investment research and portfolio construction. With a degree in Economics & Finance from the University of London, he supports the investment functions of The Heritage Partnership. Prior to joining, Jason worked as an Investment Specialist at MoneyOwl Private Limited and as an Investment Analyst at Swiss Asia Financial Services. He was also an Investment Analyst at a hedge fund startup.

In his role, Jason uses his expertise in market analysis and portfolio allocation methods to help clients reach their investment goals. He works closely with clients to understand their individual needs and risk tolerance and uses this information to develop custom investment strategies that are tailored to their specific objectives.

In his free time, Jason likes to read about the latest trends in Wealth management and technology. This allows him to stay up-to-date with the latest developments in the industry and to continually improve his knowledge and skills.

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