The Heritage Partnership brings together wealth management experts that take great care in building you a lasting legacy.
We work with affluent and high net worth individuals, trustees and businesses who do not have the time, energy, inclination or expertise to manage their own financial affairs.
Knowledge drives our progress, and we strive to provide everything you need to pursue your passions and unlock your dream future. 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, underwritten by our advice guarantee.
“We know what it takes to build a legacy” - James Norman & Charles Edwards, Principals of The Heritage Partnership
The Heritage Partnership is a Partner Practice of St. James's Place (Singapore) Private Limited, which is part of the St. James's Place Wealth Management Group, a UK FTSE 100 company managing £118.7bn worldwide, equivalent to approximately S$209.6 billion (as at 30 September 2020). St. James's Place has an award-winning team that provides professional support and guidance to ensure every query is dealt with prime importance; this is due to their proposition being developed internally and distributed exclusively through the Partnership channel.
As a Partner Practice of St. James's Place (Singapore) Private Limited, The Heritage Partnership has access to its Capital Markets Services license (CMS) which provides us with the capability, experience and centrally-managed global solutions to be able to handle the complexities of modern day investment planning, by simplifying and applying proven methodologies to deliver long term success.
Our team of qualified and trusted financial professionals come from diverse backgrounds and nationalities with many years of working experience in Asia, Europe, North America and the UK, enabling us to empathise with your personal circumstances, goals and aspirations to provide the best possible advice.
The team’s wide range of expertise and industry experience in different aspects of wealth management empower us to deliver you greater outcomes.
To ensure the quality of our work our advisors are supported by a team of highly experienced investment specialists and administrative support professionals.
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