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

About Us

Who we are

We take great care in
building you a lasting legacy

The Heritage Partnership specialises in bespoke, goals-based financial advisory for affluent, high net worth individuals, family offices, trustees, charities and businesses.

We take responsibility for your financial goals as if they were our own, implementing and managing a customised strategy to preserve your wealth through a life-long partnership.

By adopting a goals-based financial planning approach in our advisory, we focus on your financial objectives to connect your situation today with your goals tomorrow, whilst demonstrating the highest degree of ethics, honesty and professionalism.

The Heritage Partnership is a Senior Partner Practice of St. James’s Place Wealth Management, a UK FTSE 100 company and one of the most respected wealth management organisations in Asia.

The St. James’s Place Wealth Management Group 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.  This simply gives you reassurance and peace of mind when planning your financial future.

Building a lasting legacy with you

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