James has been offering highly researched and holistic wealth management advice for over 14 years, drawing on his previous experiences in roles across lending and asset management. James’ strength centres in developing and maintaining strong client relationships, which provides the ability to match best of breed solutions that are attuned to his clients needs.
James’ clients are typically high net worth individuals with the knowledge, but perhaps not the time or access to execute their investment and insurance requirements. Through his vast financial services network, he can add significant additional value to individual clients and corporates alike and understands that one approach does not fit all.
Experienced and knowledgeable in dealing with all asset classes, James can advise on the management and refinement of existing investments, as well as structuring holdings from the ground up.
In the UK James was authorised to give mortgage advice through his CeMAP license. He is a keen sportsman having played competition level tennis until is early 20’s and having spent some 27 years in Hong Kong, he is very much at home.
James has a degree in Applied Economics with Sociology, is authorised by the SFC to conduct type 1, 4 and 9 activities and the HKIA to advise on insurances.
SFC CE No. BEB935
MPFA No. 084792
PIBA Reg. No .0243-020368