A CFA charter holder with a background in engineering and derivatives trading, I provide sophisticated financial planning to high-net-worth individuals and families in Hong Kong.
I apply technical expertise in risk management and investment analysis to build robust, comprehensive strategies for clients. My practice is dedicated to helping you achieve your lifelong goals through long-term relationships and clear advice. Areas of focus include:
- Full-Service Financial Planning – Crafting Your Lifetime Financial Master Plan
- Investment Advice & Management
- Retirement & Trust Planning
- Tax-Efficient Wealth Transfer & Estate Planning
- Solutions for Business Owners & Expatriates
A Hong Kong resident for 20 years, I understand the tremendous opportunities for building wealth here and also the complexities to navigate in protecting those assets when moving to other jurisdictions.
Outside of work, you will tend to find me outdoors, likely up a hill or out on the water – growing up in Ireland and Scotland, fishing and golfing featured prominently!