AAM Advisory

Company overview:

AAM Advisory was set up in 2009 with the vision of helping people plan for a better financial future, whilst protecting them and any loved ones.

Keeping this vision and belief firmly in our heart, we have strengthened and grown significantly over the years. We have helped more than 5,000 clients across 80 nationalities. Thanks to their trust and confidence on us, we are currently advising on over SGD 1 billion of their finances and protection needs. We have a team of over 30 experienced MAS authorised financial planners who not only have the technical knowledge and experience but also truly understand the evolving needs of our clients.

AAM Advisory holds a Financial Advisers licence from the Monetary Authority of Singapore (No. FA100032).

In 2016, AAM was acquired by Quilter, a leading wealth management business in the UK and Internationally. Quilter plc manages £114.9 billion of investments on behalf of over 900,000 customers (as at 31 March 2019). AAM Advisory is now part of the Quilter plc (www.quilter.com).

We adopt a holistic approach to financial planning as every individual presents a different set of short, medium and long-term goals. Our aim is to provide clients with professional, competent and reliable advice that they will always fully understand:

  • What strategies we are recommending and why;
  • How these strategies will assist clients in achieving their goals;
  • How much our advice and the implementation of our recommendations will cost; and
  • Our ongoing service and value

To develop these strategies and implement a plan for each client’s financial future, we will take them through our five step process.

We offer tailored investment and protection solutions for Singaporeans and expatriate residents working and living here and the region. We are committed to working with you to develop a personalised financial strategy tailored to meeting your individual needs

The latest articles from AAM Advisory

The latest Partners insights from AAM Advisory

IFAs

AAM’s Lee Extols the Virtues of Entering the Financial Services Industry amid the Odd Times in Which We Live​​​​​​​ As an increasing number of economies face the possibility of contraction as the world struggles to adapt to the new lifestyle that has followed the Covid-19 pandemic, one demographic which may find themselves rudderless is that of the graduates. Whilst none of us have a crystal ball, AAM Advisory’s...

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The latest events from AAM Advisory

Marina Bay Sands, Singapore

Asian Wealth Solutions Forum 2019

We were delighted to host our 10th Asian Wealth Solutions Forum in Singapore.

More than 300 CEOs, COOs, Independent Asset managers and other senior practitioners attended – from a mix of local and international Private Banks, Retail Banks, Insurance Comp...

The latest event content from AAM Advisory

Wealth Solutions & Wealth Planning

AAM Advisory’s Macdonald on the Delicate Art of Selling Insurance Solutions David MacDonald, the recently appointed Head of Business Development for financial planning experts AAM Advisory, presented a lively and engaging Workshop at the Asian Wealth Solutions Forum highlighting how insurance solutions are all about the client and must be designed and sold with a deep under...