Winston Lai
Financial Adviser

Winston has been with the business since 2004. Winston grew up and qualified as a Chartered Accountant in the UK. A fluent Cantonese speaker, Winston came back to Hong Kong in 1995 and worked as a Senior Executive in one of the big four accountancy firms, looking after its large multi-national clients in Asia. He is also a registered certified public accountant in Hong Kong.

Winston now uses his immense professional experience in financial and investment planning to help his clients achieve their goals. Irrespective of his clients’ background and investment experience, he has a great ability and patience to explain complex structures to them by keeping his advice simple and in terms that they can understand whilst remaining focused on their real needs.

Winston is best known for his seamless client servicing, doing best what qualified accountants are trained for by keeping his clients informed at the appropriate time, with the most up-to-date information, so that they can make the most informed decision.

Sovereign Wealth Hong Kong is a Partner Practice of St. James’s Place (Hong Kong) Limited

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).