St. James’s Place Wealth Management is a global financial advisory business, supporting over 760,000 clients worldwide with 28 years of heritage in delivering face to face holistic financial advice.
The Select Investors business is a division of St James’s Place Wealth Management and was established specifically to support affluent private clients and their families whom have cross border interests. We work with our clients by providing bespoke Wealth Management, Succession Planning and Tax Advisory services and have strong capability supporting those with interests across Singapore, Hong Kong, the UK & Australia.
Not only do we aim to deliver the highest quality financial advice, we enhance our advice proposition through in-house Australian & British qualified tax accountants ensuring an exceptional level of tax strategy is delivered alongside the client’s financial plan.
Something the Select team are passionate about is educating our clients and broader community on topical areas and we do so through our “CONNECT • SHARE • SUPPORT ” series of events and webinars. This series is aimed to provide technical, lifestyle and educational information to the community about taxation, investments, protection and succession planning, along with health and wellbeing.
We are both grateful and excited to have such a strong partnership with AustCham and we hope to continue our engagement with the chamber and members through ongoing delivery of quality insights via our educational events and webinars for members to enjoy.
As we find our way into the back half of 2020 and what has been a year of continued uncertainty, if you need some guidance on developing your longer-term goals and financial plan please do reach out to Nick Whalan and the team at Select Investors to discuss how we can help.
Senior Private Wealth Manager