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Leading Our Way to Success

Our leadership team gathers talents and experts to bring extensive experience in offering innovative, accessible advice solutions as well as licensee services for clients and advisors.

Our Team of Leaders

Click on our leaders’ profiles to know more about them

Luke Moore | Chief Executive Officer
Dr Isaac Poole, CIMA® | Chief Investment Officer
Patrick Au-Yeung | Chief Operating Officer
Jonathan Christie | General Manager, Financial Services
Flemming Helbo | Managing Director, Financial Services, Asia
Belinda Barclay | Head of Advice
Shane Hawke | Head of Portfolio Advisory
Polly Chan | Head of Client Services