Charles Edwards

Charles Edwards Email and Phone Number

Dubai, United Arab Emirates
Charles Edwards's Location
Dubai, United Arab Emirates, United Arab Emirates
Charles Edwards's Contact Details

Charles Edwards work email

Charles Edwards personal email

n/a
About Charles Edwards

Having spent 17 years as a licensed representative in the UK and SE Asia in private banking and working independently, I possess comprehensive knowledge and a problem-solving mentality. I am the Principal of a multi-adviser Senior Partner Practice in Singapore where I provide intricate planning to ensure peace of mind when managing clients' financial affairs. Principled and personable in my approach, I aim to forge long-term relationships with my clients and strategic partners.Much of my career has been spent prioritising client objectives by devising clear methodologies to help achieve these goals, providing confidence in a financially secure future. I take pride in adopting a holistic goals-based approach to investing by delivering a comprehensive range of value-added services; this reinstates confidence and serves as an assurance that objectives have been addressed, prioritised and are reviewed regularly to ensure they remain achievable.Being results-oriented with a forte for developing and implementing strategies, I have consistently delivered results even in the most volatile economic market conditions by utilising various asset classes. I provide a consultative approach with clients when reviewing their portfolios and proactively discuss any changes required due to varying market conditions.This also involves implementing investment strategies for clients who hold existing investment portfolios issued by Utmost, Friends Provident International, Zurich and Generali. I provide a comprehensive review of each structure with options of how to best utilise or unwind with the minimum financial impact. I introduce my clients to a range of investment options all designed to boost investment returns even during periods of global market volatility.Throughout my career where I have worked as an Advisor, Partner, Senior Partner and Principal. I have achieved personal and professional aspirations whilst ensuring clients are satisfied with my service whilst making informed investment decisions.

Charles Edwards's Current Company Details
St. James's Place – Asia & Middle East

St. James'S Place – Asia & Middle East

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Senior Partner
Dubai, United Arab Emirates
Charles Edwards Work Experience Details
  • St. James'S Place – Asia & Middle East
    Senior Partner
    St. James'S Place – Asia & Middle East
    Dubai, United Arab Emirates
  • St. James'S Place – Asia & Middle East
    Senior Partner
    St. James'S Place – Asia & Middle East Jul 2022 - Present
    Singapore
  • St. James'S Place – Asia & Middle East
    Principal
    St. James'S Place – Asia & Middle East Sep 2023 - Present
    Dubai, United Arab Emirates
  • The Heritage Partnership
    Principal
    The Heritage Partnership Dec 2020 - Present
    Singapore
    Working with affluent high net worth individuals, trustees and businesses who do not have the time, energy, inclination or expertise to manage their own financial affairs.The Heritage Partnership provides the capability, experience and centrally-managed solutions to handle the complexities and compliance required of modern-day investment planning. We achieve this by applying simplified proven methodologies to deliver long term success.Knowledge drives our progress, and we strive to provide everything you need to pursue your passions and unlock your dream future. By adopting a goal-based financial planning approach in our advice, 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.
  • St. James'S Place – Asia
    Partner
    St. James'S Place – Asia Mar 2015 - Jul 2022
    Singapore
  • International Financial Services
    Senior Consultant
    International Financial Services Jan 2010 - Feb 2015
    Singapore
  • Banco Santander
    Client Relationship Manager
    Banco Santander Dec 2005 - Jan 2010
  • Barclays Capital
    Wealth Adviser
    Barclays Capital Nov 2002 - Nov 2005
    Manchester

Charles Edwards Skills

Investments Portfolio Management Retirement Planning Financial Services Financial Advisory Financial Planning Pensions Life Insurance Risk Management Wealth Management Savings Relationship Management Financial Markets Business Development Financial Analysis Business Strategy Strategic Planning Personal Protection Alternative Investment Strategies Wealth Preservation Inheritance Tax Planning Estate Tax Planning Strategy New Business Development Consulting

Charles Edwards Education Details

  • Singapore College Of Insurance
    Singapore College Of Insurance
    Financial Planning Certificates
  • Chartered Insurance Institute
    Chartered Insurance Institute
    Certicate Of Financial Planning
  • University Of Liverpool
    Business Information Systems

Frequently Asked Questions about Charles Edwards

What company does Charles Edwards work for?

Charles Edwards works for St. James's Place – Asia & Middle East

What is Charles Edwards's role at the current company?

Charles Edwards's current role is Senior Partner.

What is Charles Edwards's email address?

Charles Edwards's email address is ch****@****rfs.com

What schools did Charles Edwards attend?

Charles Edwards attended Singapore College Of Insurance, Chartered Insurance Institute, University Of Liverpool.

What skills is Charles Edwards known for?

Charles Edwards has skills like Investments, Portfolio Management, Retirement Planning, Financial Services, Financial Advisory, Financial Planning, Pensions, Life Insurance, Risk Management, Wealth Management, Savings, Relationship Management.

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