Experience

St. James's Place – Asia & Middle East

• Singapore
• Financial Services
• 300 - 400 Employee

• Partner

  • Apr 2018 - Present

  St. James’s Place, a FTSE 100 company, is one of the largest wealth management companies serving the expatriate community living and/or working in Asia. We have many years of experience and have offices in Hong Kong, Shanghai and Singapore. The strength of our business is underpinned by satisfied clients, their referrals and our distinctive approach to investment management. I personally aim to deliver our commitment by: - providing face-to-face financial advice that is always honest and straight forward - providing tax effective solutions to expatriates while abroad - giving clients the opportunity to review their financial affairs regularly - ensuring that investments are managed effectively - ensuring that any correspondence and literature is clear and easy to understand - listening to client feedback - ensuring that all of my dealings with clients are sensitive to their needs Show less



Global Wealth Management

• Asia

• C.E.O

  • Feb 2002 - 2017

  Provider of bespoke Financial Services Products Provider of bespoke Financial Services Products