YOU FIRST.

The two words that describe how and why we run our business.

Why We Came To Be

At Javelin, we believe in putting you first.

There’s a big gap between what most financial firms say, and what they actually do. Their words speak louder than their actions. In reality, short-term revenues are more important to them than long-term relationships with clients.

We set up Javelin Wealth Management in 2003 to provide something we couldn’t find for ourselves: straightforward advice for a simple fee and a focus on long-term wealth management.

To help you through your investment journey, we’ve come up with 11 questions for you to ask yourself and any financial company you work with - including us.

They’ll help you understand what you should be looking out for and gauge whether they’d work for you.

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How we differ

We are deliberately different.

We make recommendations only after you’ve told us what you’re looking for.

We only recommend products that we would invest in ourselves.

We work for you, not for a commission.

We own our business. Its continued success means we will always put our clients first.


Your investment team comes with experience

Our team has been working in financial services for an average of over 20 years.

You get an individual account manager and the rest of the team too. No matter who you work with at Javelin, our advice is the same but is driven by your needs. We work for you.

Stephen Davies

Founder and CEO

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Polka Mishra

Partner

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Justin Kendrick

Chief Investment Officer

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Simon Johnson

Fixed Income Consultant

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How We Do It

Our discretionary managed portfolios are based on your needs and requirements.

We start with a minimum investment of US$500, 000 for a diversified portfolio that typically invests in a range of mutual funds and low cost index funds. We aim to invest over a 3 to 5 year time period, but review our portfolios regularly and send you the results every month.

A Single, Simple Fee

We say it like it is.

We are proud of the fact that our single fee is simple and transparent. We agree this fee with you at the outset and stick to it, as you can see from your monthly statement. There are no additional fees, upfront charges, penalties, commissions or kickbacks. This unique transparency clearly aligns our interests with yours. Always. That’s the way it should be.

Innovative Venture Capital

Giving Investors a Better Deal

As part of our efforts to help our clients build long-term diversified portfolios, we have launched the Javelin Startup-O Victory Fund SPC, a Cayman registered fund focused on startups, to invest in the winners of quarterly Fasttrack competitions run by Startup-O.

Startup-O is a Singapore based video first platform that helps discover & curate promising startups from across Asia. It helps startups connect with Strategic Capital, Global Experts & Critical Resources required for their success.

What We Think

Everything you need to know about markets, investments and ideas that we think will make you money.

Let’s begin our conversation. This starts with one basic question:

How would you rather spend your time?

It takes time to understand your investment needs and objectives. If you are willing to put in the time and effort, then you can and should manage your own money.

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However, it’s more than likely that the majority of people will prefer to prioritise other things and to spend their time doing something else – with their family, with their business or in pursuing personal interests.

If you think that this describes you, then it’s likely you will be short of the time you really need to spend in determining your financial “present”. It’s only once you have done this, that you can begin to work on planning for your financial “future”; and what you will need to do in order to get there.

If you tell us your story, we’ll give you your time back.

T: +65 6557 7185
F: +65 6423 1164
E: enquiries@javelinwealth.com
A: 144 Robinson Road #16-01 Singapore 068908

Stephen Davies

Founder and Chief Executive Officer

Steve first arrived in Singapore to work in 1987. Steve worked as a stockbroker and senior director of ABN Amro’s Asian equity business for 13 years, during which he participated in a successful management buy-out. He holds Masters degrees from London Business School and Edinburgh University, and is a former EXCO member and Treasurer of the Financial Planning Association of Singapore, and is an IBF Advanced (IBFA) certificate holder from the Singapore Institute of Banking and Finance. Steve is also a Certified Financial Planner (CFP®), and a qualified Associate Estate Planner (AEPP), and holds a Certificate for Financial Services – Trusts and Estate Planning.

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Polka Mishra

Partner

Polka has over a decade’s experience in Financial Services. She has worked as a Mergers & Acquisitions and Private Equity syndication specialist across Asia with a diverse sector focus. Polka started her career with the Australia and New Zealand Banking Group and then moved to the Investment Banking team of Avendus Capital. She moved to Singapore in 2010 with Daiwa Capital Markets. She holds a Bachelor of Technology from the Indian Institute of Technology and Post Graduate Program in Management from the Indian School of Business.

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Justin Kendrick

Chief Investment Officer

Justin has 30 years of experience in Asian equity markets, initially broking Asia out of London, followed by management roles in Hong Kong and Singapore. Justin set up an Asian equity fund in 2004, and has been with Javelin Wealth Management since early 2013. Justin is responsible for implementing the firm’s investment portfolio strategies. Justin has a B.Sc in Economics & Economic History from Bristol University and is a Certified Chartered Accountant by training.

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Simon Johnson

Fixed Income Consultant

Simon started in the Finance Industry in 1986. He has worked in the World’s major centres for Companies such as SG Warburg, UBS and ABN Amro, as a trader and a manager of teams in the Fixed Income space. He spent 8 years in Japan and has lived in Singapore since 2001. Whilst he has a broad Fixed Income background, his main focus since 1997 has been the Asian Corporate Bond markets both offshore and local currency and he has managed risk and businesses across both. He has been a Registered Representative in London, Tokyo, Hong Kong, New York and Singapore. He has a B.A Jt. Hons from Leeds University.

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Disclaimer

By entering this site, you agree to be bound by the following Terms and Conditions of Use.

 

Javelin Wealth Management Ptd Ltd, holder of Capital Markets Services Licence, is licensed by the Monetary Authority of Singapore to provide Fund Management Services to individuals who are Accredited Investors.

 

Accredited & Professional Investors

By using this site you represent and warrant that you are an accredited and professional investor as defined in Section 4A(1)(a) of the Securities and Futures Act with personal net assets in excess of S$2 million, income in the preceding 12 months of not less than S$300,000, or company net assets in excess of S$10m. In using this site the user represents that they are an accredited and/or professional investor and use this site for their own information purposes only.

 

Information Purposes Only

The information published on this site is for informational purposes only and shall not be construed as an offer or solicitation to subscribe in the funds or products referred herewith. This site does not constitute investment advice or counsel or solicitation for investment in any fund.

 

Any offer or solicitation will be made only upon execution of completed information memorandum, subscription application and relevant documentation, all of which must be read in their entirety. No offer to subscribe in shares will be made or accepted prior to receipt by the offeree of these documents and the completion of all appropriate documentation. Access to information about the funds is limited to investors who qualify as accredited investors only.

 

Any projections or forward looking statements are not necessarily indicative of future or likely performance. Past performance is no guarantee of future performance of a fund.

 

Conditions of Use

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