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A financial services firm is only as good as its team and we are very proud of the professional advisors that can be at your service. Our team of financial advisors can offer you expert financial guidance and are committed to helping our clients reach their financial goals. The wealth of experience each member brings immediately differentiates us from all other firms.
Our team is made up of industry and industry related professionals with over 120 years worth of combined Wealth Management experience.
We have experience in a variety of industries including law, private banking, insurance, military, trust and will specialists amongst others. The one thing that we all have in common is the fact that we are truly passionate about financial management and dedicated to customer care and quality service.
Our expertise is strengthened by an experienced management team and a top class back office support team with award winning technology.
To find out more about our Executive and Management team please feel free to view their profiles below.
Managing Partner Japan
Partner Hong Kong
Global Insurance Executive
Business Development Executive
American Solutions Executive
Wealth Management Executive
Executive Office Manager
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Licensed by the Hong Kong Confederation of Insurance Brokers Membership Number 0473.
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