Managing wealth presents many common challenges in Asia’s financial and technical landscape.
We recognise, however, that higher net worth individuals, families, trustees and businesses in Asia often have a different set of motivations and ambitions. The appreciation of these unique and complex aspirations is at the heart of St. James’ Place Private Client Service.
The Private Client Experience
As a Private Client, in addition to your ongoing relationship with The Heritage Partnership, you will have exclusive access to the St. James’s Place specialist advice team. This includes highly experienced financial planners, investment and pension specialists, banking advisers, as well as access to tax and legal experts. Working together, we strive to provide an exceptional, high quality service designed to fit around your lifestyle, family life, as well as your business and professional interests.
Visit here to learn more about our Private Client Services and the range of solutions available.
Some of the services may involve the referral to a service which is separate and distinct to those offered by St. James’s Place.