Associate Partner of St. James’s Place International; with over 20 years finance industry experience spread over Asia and the UK, with the last six years based in Singapore.
As a Financial Adviser in Singapore, I draw on my 20 years of experience in senior corporate financial roles and my financial advisory training to help individuals and companies clarify and achieve their financial objectives. Providing bespoke solutions, my advice covers all areas of wealth management, including, retirement planning, wealth protection, savings and investments planning.
I take pride in working with clients as their financial partner, providing peace of mind of a financially secure future. Spending time to fully discuss and review clients financial goals and needs, which ensures confidence and serves as an assurance that objectives have been well addressed and are reviewed regularly to ensure they remain on track.
As a critical part of the on-going relationship I spend time meeting with existing clients to review their portfolios and discuss any changes that need to be made given varying market conditions. This also involves the implementation of investment strategies for clients who hold existing investment portfolios issued by Royal Skandia (Old Mutual International), Friends Provident International, Zurich and Generali. A comprehensive review for each portfolio provides my clients with a range of investment options all designed to boost investment returns even during periods of global market volatility.
If you wish to know more, please feel free to send me an email at paul.Gerrard@sjpp.asia or via LinkedIn.