I have over 25 years of experience in the financial services and wealth management industries in Hong Kong. Having secured a Master’s Degree in the UK, I joined UBS in London where I was employed as a stockbroker. I moved to Asia in 1989 and have worked as a Partner with St. James’s Place Hong Kong since its inception. I am registered with the Securities and Futures Commission and the Confederation of Insurance Brokers.
I have considerable experience in dealing with expatriates, where I adopt a holistic approach to financial and investment planning. My aim is to develop a quality and long-lasting relationship with clients and ensure that the advice given is appropriate to their circumstances. My fully integrated approach includes retirement and inheritance tax planning, school fees planning, protecting wealth and property investing.