Financial Advisory

Services

Investment Advice

We always begin by getting a clear idea of your short-term and long-term objectives. This could be capital growth, wealth preservation or income generation.

Then, based on your unique financial circumstances and risk appetite, we create a personalised investment solution that is balanced, diversified and risk-rated.

Market conditions can of course change. So too can your goals and financial status. We therefore conduct regular reviews allowing you to rebalance your portfolio at any time. At Select, we believe in building long-term relationships and being your best financial partner, every step of the way.

Our investment services are provided by St. James’s Place. Learn more

Our Wealth Planning Approach

Minimising your tax exposure is core to our investment philosophy. Important for all investors, tax-led wealth planning is especially critical for expatriates who plan to ultimately return and perhaps retire to their home countries.

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