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