Bryce Don CII (Award)

Partner at St. James's Place Wealth Management – Asia
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Contact Information
us****@****om
(386) 825-5501
Location
Hong Kong SAR, HK
Languages
  • English Native or bilingual proficiency

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Bio

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Credentials

  • Technical Representative (Broker)
    Insurance Authority
    Apr, 2021
    - Nov, 2024
  • Award in Financial Planning
    The Chartered Insurance Institute Hong Kong
    Nov, 2018
    - Nov, 2024
  • Type 1, 4 & 9
    Securities and Futures Commission
    Dec, 2017
    - Nov, 2024
  • Key Individual Type 1,2,3 & 4
    Financial Services Conduct Authority
    Jan, 2015
    - Nov, 2024
  • Representative
    Financial Services Conduct Authority
    Apr, 2012
    - Nov, 2024

Experience

  • St. James's Place – Asia & Middle East
    • Singapore
    • Financial Services
    • 300 - 400 Employee
    • Partner
      • Nov 2017 - Present

      St. James's Place Wealth Management is one of the worlds leading wealth management organisations. Bryce specialises in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with private clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management. St. James's Place Wealth Management is one of the worlds leading wealth management organisations. Bryce specialises in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with private clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.

  • Forexpert cc
    • Johannesburg Area, South Africa
    • Director
      • Oct 2015 - Present

      Forexpert is an Independent Advisory firm specialising in bespoke investment portfolio's and solutions for HNW & UHNW private clients. Bryce manages client relationships while advising and facilitating their international Investment and wealth planning needs. Forexpert is an Independent Advisory firm specialising in bespoke investment portfolio's and solutions for HNW & UHNW private clients. Bryce manages client relationships while advising and facilitating their international Investment and wealth planning needs.

  • Genesis Advisory Services
    • South Africa
    • Financial Services
    • 1 - 100 Employee
    • Senior Financial Advisor
      • Jan 2012 - Oct 2015

Education

  • University of South Africa/Universiteit van Suid-Afrika
    Bachelor of Commerce (B.Com.), Entrepreneurship/Entrepreneurial Studies
    2010 - 2012
  • Monarch Institute
    Advanced Diploma, Finanacial Services
    2017 - 2018
  • Monarch Institute
    Diploma, Financial Planning
    2016 - 2017

Community

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