Andy's Profile

Andy Kerr
Partner
St. James's Place Wealth Management (affiliated)
"Helping you to make better decisions about your money. "
As a partner of St James Place I provide practical solutions for the many financial issues professionals face in today's environment. Offering value by working closely with clients who lack the time to efficiently manage their portfolios and require the highest levels of advice available. My experience covers investments and tax planning, life insurance, estate planning, UK pensions and a wide range of international investment/savings plans.
Advises clients with 500K +
< 100K 100K + 250K + 500K + 1M +
 Singapore
FREE
Initial Consultation

St James Place is an award winning FTSE 100 company. With more than 1,000 technical support staff, clients can be confident that I am able to provide advice in all areas of wealth management. My clients are expatriate or high net worth looking for client focused, diligent, trusted solutions. St James Place has earned the reputation for providing quality advice and services which are tailored to meet a clients needs.

My emphasis is on maintaining long-term relationships with my clients and to provide ethical advice as their financial needs evolve over many years. With more than 12 years in Singapore providing financial services the majority of clients are introduced to me by way of referral from my existing clients as a result of strong business relationships developed over many years.

St. James’s Place is one of the largest wealth management companies serving the expatriate community living and/or working in Asia. We have many years of experience and have offices in Hong Kong, Shanghai and Singapore.

The strength of our business is underpinned by satisfied clients, their referrals and the dedication of our unrivalled team of St. James’s Place Partners. Constantly evolving to meet the ever-changing needs of our diverse client base, we are personally committed to providing quality face-to-face advice and the very best client service.

Putting you firmly at the centre of everything we do is core to the St. James's Place culture, and enables us to run a genuinely client-focused business. If we do this well, we believe that, not only will you remain a client, but you may also become an advocate for the company.

Our success can be attributed to two fundamental principles that underpin our business: the strength of the relationship between our Partners and their clients, and our distinctive approach to investment management.

We aim to deliver our commitment to you by:
• providing face-to-face financial advice from an experienced St. James’s Place Partner
• giving you the opportunity to review your financial affairs regularly
• ensuring that your investments are managed effectively
• ensuring that our correspondence and literature is clear and easy to understand
• listening to your feedback
• ensuring that our dealings with you are sensitive to your needs.
• If you decide to return to the UK, you have the knowledge that your investments will continue to be managed effectively by an experienced Partner in the UK.

We want your experience of St. James’s Place to be positive in every sense and for all of your dealings with our organisation to meet with your complete satisfaction.

Qualifications

M5 Rules and Regulations
Singapore College of Insurance
Singapore
 
M8 Collective Investment Schemes - Mutual Funds - Unit Trusts
Singapore College of Insurance
Singapore
 
M8a Colllective Investment Schemes 2
Singapore College of Insurance
Singapore
 
M9 Life Insurance and Investment Scheme Policies
Singapore College of Insurance
Singapore
 
M9a Life Insurance and Investment Linked Policies 2
Singapore College of Insurance
Singapore
 
HI Health Insurance
Singapore College of Insurance
Singapore
 
CHFC01 Financial Planning
Singapore College of Insurance
Singapore
 
CHFC02 Risk Management Insurance and Retirement Planning
Singpapore College of Insurance
Singapore
 
CHFC03 Tax, Estate and Legal Aspects of Financial Planning
Singapore College of Insurance
Singapore
 
A.E.P.P Estate Planning Practitioner
Rockwills Singapore
Singapore
 
Management Practices in Business
UK Open Learning
Singapore
 
Neuro Linguistic Programming
UK Open Learning
Singapore
 
CHFC06 Planning for Business Owners and Professionals
Singapore College of Insurance
Singapore
 
CHFC05 Plan Construction, Practice Standards and Ethics
Singapore College of insurance
Singapore
 
CHFC04 Investments
Singapore College of Insurance
Singapore
 

St. James’s Place is one of the largest wealth management companies serving the expatriate community living and/or working in Asia. We have more than 25 years experience and currently have Asia offices in Singapore, Hong Kong and Shanghai.

The strength of our business is underpinned by clients who receive advice tailored to meet the growing needs of a globally diverse market place. Clients who require assistance managing existing portfolios, pensions, retirement structures, insurance and estate planning are professionally catered for whilst they navigate careers overseas. In Asia, St James's Place has a growing footprint which reflects the confidence that clients have to trust in the stewardship of our company to manage their wealth. We are committed to providing quality face-to-face advice and support for now, and future generations.

Putting clients firmly at the centre of everything we do is core to the St. James's Place culture, and it enables us to run a genuinely client-focused business. If we do this well, we believe that, not only will you remain a client, but you may also become an advocate for our company.

Singapore, Singapore
Operates in:
 Singapore
Regulator Name: Monetary Authority of Singapore (MAS)
Regulator Website: http://www.mas.gov.sg
Company Regulatory Reference Number (CRRN): FA100026
Personal Regulatory Reference Number (PRRN): KAA300042093

Operational countries

Country
Regulator ID
CRRN
PRRN
Singapore
FA100026
KAA300042093