Matthew Baer

After qualifying as a solicitor in London in 2010, my interest in finance and a passion for dealing with individuals, resulted in me moving into the wealth management industry in Singapore.

I am very familiar with the issues that people face in terms of investing towards specific goals and taking advantage of the unique tax situation available to expats here. My emphasis is on building and maintaining long-term relationships with my clients and to provide them with a source of trusted advice as their financial needs evolve over time.

My clients include business owners and senior executives in various industries, including:

• Law;
• Accountancy;
• Financial services;
• Media;
• Energy;
• Technology; and
• Shipping.

I help individuals to implement robust strategies with a strong focus on longevity, which is important for them given the lack of security and foresight they might have in relation to their future plans. Whilst many of my clients spend long periods in Singapore; some are required to move to other countries with their jobs. I ensure that I continue to manage the relationship regardless of where they might end up.

My advice covers all areas of wealth management, including:

• Retirement planning;
• Tax planning;
• Education fees planning;
• Wealth protection;
• Savings; and
• Investment planning.

 The advice I provide comes in three simple steps:

1. Understanding you, your family and your goals;
2. Helping you choose the right vehicles to protect your family and secure your future financial freedom; and
3. Delivering ongoing face-to-face advice to ensure that as your circumstances change, the optimum strategy for helping to achieve your goals is in place.

St. James's Place, is a leading UK-based wealth management and FTSE 100 company with offices in Singapore, Shanghai and Hong Kong, currently managing over GBP 115bn for individual investors.