Jason O'Leary
Jason O'Leary
Jason is an accomplished Managing Partner with St. James's Place who is currently based in the United Arab Emirates, having acquired knowledge and experience over three decades working in the financial services industry in the UK and across Asia.
He works closely with his high net-worth clients to provide tailored financial solutions that align with their individual circumstances at every stage of their lives, and they value his deep understanding of their needs, combined with his passionate approach.
About
With over 30 years of experience helping high net-worth individuals with their financial planning across the UK, Hong Kong and over a decade in the Middle East, his expertise lies with estate & succession planning, tax and trust structuring and IHT mitigation.
Whilst Jason works for St. James's Place (Middle East) Limited in the United Arab Emirates for his clients, Jason also has a team throughout the UK and Asia via the licensed Partner Practice, Horizon Private Wealth. You can find out more about Horizon Private Wealth by clicking here.
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We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Guarantee
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.
Members of the St. James's Place Partnership in the Dubai International Financial Centre (DIFC) represent St. James's Place (Middle East) Limited, which is regulated by the Dubai Financial Services Authority (DFSA) Firm Reference Number F003486 and is authorised to conduct the Financial Services of ‘Advising on Financial Products’ and ‘Arranging Deals in Investments’.
The ‘St. James's Place Partnership’ and the titles ‘Partner’, ‘Senior Partner’, ‘Principal Partner’, ‘Managing Partner’, and ‘Partner Practice’ are marketing terms used to describe the representatives of the St. James's Place Wealth Management Group Limited, including St. James's Place (Middle East) Limited.
