For nearly two decades, I have been providing wealth management and financial advice to personal and corporate clients in Hong Kong. My in-depth knowledge of the offshore and expatriate market enables me to assist clients across all sectors, with a heavy focus on the legal, banking/finance, business owners and charities. I am experienced in the rationalising, consolidating and re-structuring of client’s portfolios, offshore assets and tax efficient savings. I work closely with all of my clients with the intention of meeting and exceeding their financial goals.
My face-to-face service is highly personalised with solutions tailored to the unique and ever-changing circumstances of each of my clients, with all advice proudly underpinned by the St. James's Place guarantee on advice suitability.
St. James's Place was founded in the UK in 1991, with nearly one million clients who trusts us with funds of over GBP179 billion. We expanded into Asia in 2014, with offices in Hong Kong, Singapore and Dubai. To find out more about St. James's Place funds under management click visit our website here: www.sjp.asia.
St. James's Place recognises that no single investment house has a monopoly on investment expertise, and as such does not employ in-house investment managers. Instead, a number of external managers of outstanding ability are selected to manage our range of funds.
I also co-chair the St. James's Place Charitable Foundation Committee here in Hong Kong, which is a huge honour and one I do not take lightly. For more information about the Foundation click here: www.sjpfoundation.co.uk.
The St. James's Place approach to investment management only applies to St. James's Place products.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
We offer an excellent wealth management service which will help you achieve your goals
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group.
The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
Members of the St. James's Place Partnership in Hong Kong represent St. James's Place (Hong Kong) Limited, which is an insurance broker company licensed with the Insurance Authority (Licence No. FB1075), a licensed corporation with the Securities and Futures Commission (CE No. AAV439) and registered as an MPF Intermediary (Registration No. IC000852).