Executive Wealth Manager
I’ve worked in financial services for more than 39 years. Initially, I was in the banking and finance sector, including 20 years with HSBC. For the last 26 years, I’ve been advising clients in the UK and globally, with the last 19 years being based predominantly in Hong Kong.
I enjoy being able to simplify a complex business, enabling clients to make informed financial decisions.
Licenses and Qualifications:
- SFC type 4 licence (Advising on securities)
- SFC type 9 licence (to conduct business in the regulated activity of asset management)
- IA license
Get to know me
I like to spend my time outside of work…
You’ll find me with my ever-growing family, our Doberman, Harley motorcycle or out for a run! When I’m not riding my motorcycle, I’ll be working on my never-ending DIY list to maintain my home.
My favourite place in the world is…
The motto I aim to live by is…
I am a work in progress
Somewhere I’d like to visit but haven’t made it to yet…
The person I’d most like to share a meal and conversation with is…
The three things guaranteed to make my day better are…
A run, my wife and my dog (not necessarily in that order)