Making learning more engaging with
 

key trends

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In a fast-changing environment, identifying and analysing new trends allow us to stay relevant and connected to our clients' evolving needs. Thus, we have launched research studies covering various subjects to gain deeper insights into the key issues associated with financial planning.

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MONEY RELATIONSHIP

MONITOR

In this report, we analysed how Singaporeans and Hong Kongers are investing their money, their risk appetite, and the correlation between wealth and happiness. 

Value of Financial Advice

In this report, we sought to understand how Singaporeans and Hong Kongers view the importance of seeking advice before making a big financial decision, and their impression of the value of financial advice.

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Members of the St. James’s Place Partnership in Singapore represent St. James’s Place (Singapore) Private Limited, which is part of the St. James’s Place Wealth Management Group, and it is regulated by the Monetary Authority of Singapore
and is a member of the Investment Management Association of Singapore and Association of Financial Advisers (Singapore). Company Registration No. 200406398R. Capital Markets Services Licence No. CMS100851.


Members of the St. James’s Place Partnership in Hong Kong represent St. James’s Place (Hong Kong) Limited, which is an insurance broker company licensed with the Insurance Authority
(Licence No. FB1075), a licensed corporation with the Securities and Futures Commission (CE No. AAV439) and registered as an MPF Intermediary (Registration No. IC000852).

 

Members of the St. James’s Place Partnership in Shanghai represent St. James’s Place (Shanghai) Limited which is part of the St. James’s Place Wealth Management Group and is a Wholly Foreign Owned Enterprise (WFOE).
WFOE registration No. 91310000566573326L. 
Please note that due to local legislation we are unable to offer our financial planning services to nationals of the People’s Republic of China.


St. James’s Place Wealth Management Group Ltd Registered Office: St. James’s Place House, 1 Tetbury Road, Cirencester, Gloucestershire, GL7 1FP, United Kingdom. Registered in England Number 02627518.

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