Charles Edwards Email and Phone Number
Charles Edwards work email
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Charles Edwards personal email
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.
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Senior PartnerSt. James'S Place – Asia & Middle EastDubai, United Arab Emirates -
Senior PartnerSt. James'S Place – Asia & Middle East Jul 2022 - PresentSingapore -
PrincipalSt. James'S Place – Asia & Middle East Sep 2023 - PresentDubai, United Arab Emirates -
PrincipalThe Heritage Partnership Dec 2020 - PresentSingaporeWorking 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. -
PartnerSt. James'S Place – Asia Mar 2015 - Jul 2022Singapore -
Senior ConsultantInternational Financial Services Jan 2010 - Feb 2015Singapore -
Client Relationship ManagerBanco Santander Dec 2005 - Jan 2010 -
Wealth AdviserBarclays Capital Nov 2002 - Nov 2005Manchester
Charles Edwards Skills
Charles Edwards Education Details
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Singapore College Of InsuranceFinancial Planning Certificates -
Chartered Insurance InstituteCerticate Of Financial Planning -
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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Charles Edwards
Dubai, United Arab Emirates -
Charles Edwards
Dubai -
Charles Edwards
United Arab Emirates -
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