About Us

INTRODUCTION

AAM Advisory was formed in Singapore by six individuals with specialist backgrounds from the financial planning and fund management arena.

Since inception, the company has grown more than 5 times in size in terms of assets under advisory and number of clients. To keep the momentum going, AAM entered into an acquisition agreement with the Old Mutual Group (now Quilter) at the start of 2016. AAM Advisory is now part of Quilter (www.quilter.com), a leading wealth management business in the UK and Internationally,

AAM have over 5,000 clients, in excess of SGD 1 billion under advisement and a team of over 30 experienced MAS Authorised Financial Planners, all backed by a wealth of research, knowledge and expertise. AAM Advisory holds a Financial Adviser’s license from the Monetary Authority of Singapore (No. FA100032) and is a wholly owned subsidiary of Quilter.

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 also offer investments especially tailored for expatriates working and living in Singapore. We are committed to working with you to develop a personalised financial strategy tailored to meeting your individual needs. Speak to any of our advisers on how to get started today.

OUR GUIDING PRINCIPLES

  1. Our focus is you! At AAM Advisory, we recognise your individuality.
  2. We know that you’re unique, and that’s how we’ll always treat you.
  3. We won’t compare you with anyone else because our job is to focus on you.
  4. We’re in the business of helping you achieve and maintain the lifestyle you have chosen for you and your family.
  5. We encourage you to follow our recommendations quite simply because they work, nothing more. We don’t claim to sell miracles and we can’t create untold wealth overnight. We don’t sell false promises.
  6. Our strategy is quite simply to assist you in turning your lifestyle goals into a reality.
  7. Creating a level of financial freedom which allows you to enjoy life and feel good about yourself.