THE WEALTH STEWARDS GROUP
The Wealth Stewards Group (TWSG) is a fast-growing group of licensed Wealth Managers and Investment Specialists representing Phillip Wealth Advisory, a member of PhillipCapital, one of the oldest securities firms in Singapore, established 50 years ago in 1975.
Managing your finances can be a daunting task, especially when life itself is complex. The Wealth Stewards Group is here to help you navigate through the intricacies of your financial life and make informed decisions that align with your life priorities. With The Wealth Stewards Group, you can focus on the things that truly matter to you.
Prior to 2023, TWSG was called Steward Wealth.
Facts & Figures
$
0
M+
Assets under Management
0
+
Families & Corporate clients
0
Fundhouses
0
Insurance Partners
Mission
To provide Ethical, Mathematical, Evidence-based Holistic Wealth Advisory
Vision
To be the premier wealth advisory practice that helps clients grow and protect their wealth across multiple generations
Your Trusted Partner for Generations
TWSG’s tagline builds upon PhillipCapital’s tagline, “Your Partner in Finance“.
Our mission is to help clients achieve their financial goals and the life that they envision by providing ethical, mathematical, and holistic portfolio advisory. At TWSG, we strive to be the trusted partner in helping our clients grow and preserve their wealth for generations to come.
Collectively, the team at TWSG currently manages over $100 million of assets for more than 500 families and corporate clients.
WILLIAM LIM DENG FENG
Co-Founder, The Wealth Stewards Group
Financial Services Director
Portfolio Manager (Dual-Licensed)
William Lim is a Financial Services Director and a dual-licensed Portfolio Manager at PhillipCapital. Prior to joining PhillipCapital, he served at a major foreign bank in Singapore for 6 years and has more than 15 years of investing experience.
William manages TWSG’s flagship portfolios, which have consistently outperformed the benchmark since 2015.
He looks forward to meet like-minded individuals who share TWSG’s ideals in helping to provide clients with ethical, mathematical, and holistic portfolio advice, to join us in building an ethical, sustainable and holistic financial advisory practice.
Talk to William:
YEE SHEN HAO
Co-Founder, The Wealth Stewards Group
Financial Services Manager
Shen Hao is a Financial Services Manager at PhillipCapital with over 8 years of industry experience. He is a CFP holder and graduated from the National University of Singapore with Honours. He is also a multi-year qualifying member of the MDRT.
He serves as a team supervisor & trainer for the TWSG’s team of Wealth Managers. He is also a passionate trainer for Financial Literacy courses for schools and working adults. Prior to joining PhillipCapital, Shen Hao served as an educator and has more than 10 years of teaching and training experience.
Talk to Shen Hao:
Meet The Team
About PhillipCapital
Since its inception in 1975 as a stockbroker in Singapore, PhillipCapital Group has grown into an integrated Asian financial house with a global presence.
Today, PhillipCapital operates in the financial hubs of 15 countries with offices in Australia, Cambodia, China (and Hong Kong SAR), India, Indonesia, Japan, Malaysia, Singapore, Spain, Thailand, Turkey, UK, UAE, USA and Vietnam, serving over 1 million clients with Assets Under Management of total more than USD 50 Billion.
Phillip MyWealth & POEMS Platforms
