James Ramsey

Chief Strategy Officer

James Ramsey

I joined the Financial Services industry in the UK in 2002 and subsequently ran my own FCA-regulated practice for a number of years before making the decision to move offshore. Hong Kong has been home since 2012.

I advise clients on the full suite of financial planning areas including pensions, tax, investment strategy, family & business protection, international property and tax-efficient investing.

I specialise in cross-border estate planning for international clients as well as tax-efficient investing for UK and Australian-bound clients.

Licenses and Qualifications:

  • Type 4 (Advising on Securities) and Type 9 (Asset Management) Licenses with the Hong Kong Securities & Futures Commission (SFC).
  • Licensed with the Hong Kong Insurance Authority (IA) as a Technical Representative.
  • International Qualifications with the Chartered Institute for Securities & Investment (CISI) & UK qualifications through the Chartered Insurance Institute (CII).

Get to know me

I like to spend my time outside of work…

Hiking and exploring new places with my wife and three daughters, keeping fit, studying Mandarin and reading about geopolitics and history.

My favourite place in the world is…

The beach

The motto I aim to live by is…

Just do it!

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…

Winston Churchill

The three things guaranteed to make my day better are…

Family time, sunshine, and a hearty meal

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