Digital Wealth Solutions Partners with St. James’s Place Asia to Support Remote Client Servicing

We’re proud to announce that Digital Wealth Solutions is working with St. James’s Place in Asia, supporting their adviser teams in Hong Kong, Singapore, and Shanghai as they expand their ability to onboard, advise, and serve clients remotely.

This collaboration is designed to complement St. James’s Place’s relationship-led, face-to-face service by enhancing the digital client experience - without compromising on personal connection, trust, or compliance.

Through this partnership, we are customising a dedicated Digital Wealth Solutions-powered platform to suit the unique needs of St. James’s Place advisers, professionals, and clients. This includes bespoke features, secure integrations, and support for workflows that align with St. James’s Place’s high standards and operational models.

This engagement highlights our commitment to helping leading advice firms modernise their operations, reach new clients, and manage relationships more efficiently through secure, branded client portals, video meetings, e-signatures, and digital onboarding tools.

We look forward to supporting the continued success of St. James’s Place Asia and their vision for hybrid financial advice.

To learn more about our digital advice platform or to start your 2-month free trial, visit digitalwealthsolutions.co.uk.