James Warner is a financial planning and wealth management specialist serving individuals, families and businesses in Hong Kong through reliable face-to-face advice.
Originally based in London, I specialise in broad based wealth accumulation and management advice for private clients. I use an integrated approach that incorporates financial protection alongside retirement strategy, education planning and investment planning advice.
Before becoming a Senior Partner at St. James's Place, my early career was spent in London as part of a leading executive search firm assisting multinational financial institutions in appointing senior legal and finance professionals. This platform not only gave me a broad knowledge of business across different sectors, but was crucial in understanding the importance of strong and lasting client relationships.
As a successful Partner with St. James's Place in Hong Kong I have a client base consisting of senior professionals working across various industries, largely the legal and financial sectors. My team and I are experienced in all areas of wealth management and in implementing strategies to minimise tax whilst enabling my clients to protect and accumulate their wealth, through into retirement.
My wife Claire, a Biology teacher, and I have made Hong Kong our home; we now have a young son named Charles. In my spare time I enjoy playing golf, tennis and football.
I am licensed by the Securities and Futures Commission and the Confederation of Insurance Brokers in Hong Kong.
As a Senior Partner of St. James's Place I take pride in building trusted relationships with my clients, this is reflected in my testimonials. Fundamentally my duty is to listen to my clients’ needs, aspirations and problems, and through this carefully understand what they are looking to achieve in both their personal and financial goals. Every single client is different, through detailed planning we put the most suitable solutions in place to make these goals a reality.
My advice is backed by the St. James's Place Guarantee
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).