I am a Partner of St. James's Place who delivers holistic and pragmatic advice. My broad client practice includes lawyers, business owners, investment bankers, entrepreneurs and individuals in the medical industry, most of whom I have met through personal recommendation.
I provide high quality advice on a wide range of services to clients of widely differing financial resources and of all ages. Whether you are looking to start building or growing an existing portfolio, create a Hong Kong Will*, or ensuring your family's wellbeing in the event of your death, you will receive advice tailored to your circumstances.
*Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority. 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).