Javelin Wealth Management is a Singapore licensed financial adviser, offering wealth management, private banking and global asset management services to clients with US$250,000 or more to invest, who recognize that good advice is worth having and worth paying for. However, such advice is offered only after an extensive needs-based financial review process. A core part of this process is the work that we do to help clients build well-structured investment portfolios that match their individual requirements over different time periods.

Javelin Wealth Management is intent on offering truly impartial, completely objective financial advice. This is delivered by focusing on creating long-term relationships with our clients, built on the basis of mutual trust and complete transparency in terms of service scope and all fees and costs.

Javelin Wealth Management was established in 2003 when frustration and dissatisfaction with the apparently general quality of product knowledge, customer service and fee transparency amongst the established financial service community led Javelin’s CEO, Steve Davies, to set up a company to address these shortcomings. Since then, Javelin has grown through the support and appreciation of clients who have experienced the difference Javelin offers. In addition, most of our new business comes from referrals from these existing clients.

Our wealth management areas of expertise include advisory services on asset management, asset allocation, investment in mutual funds, unit trusts and other collective investment schemes. In the context of our overall wealth management service, we also provide advice on pensions and pension planning, savings plans, life, medical and critical illness policies and on disability protection schemes.

In addition to the above, we work closely with a number of specialist wealth management and advisory partners who are able to provide detailed advice on specialist issues such as tax and estate planning, trusts and related legal issues.

Javelin Wealth Management is wholly owned by its employees and is not tied to any wealth management or financial product provider.

It is important that all our clients are aware that we make a formal point of disclosing all remuneration we receive and involve our clients closely in deciding on this remuneration. Our overriding objective is to provide our clients with the quality of wealth management and investment advice that we would demand for ourselves.
For further information on how we might be able to help you, please contact us by clicking here.
 

Direct Line: +65 6557 7186
Email address: steve.davies@javelinwealth.com