Who we are

This is us! Each with our own background, experience, qualifications and quirks, but all sharing a commitment not just to our clients but also to each other and the world around us. We look forward to meeting you soon.

UK & Hong Kong

Gareth
Llewelyn-Williams

Founder & Managing Partner

UK

Tessa
Codron

Financial Adviser

Warren
Maxwell-Pear

Financial Adviser

Chris
Slater-Jones

Financial Adviser

Shirley
Choy

Finance Manager

Sadie
Halliday

Operations & Strategy Manager

Monica
Acero

Practice Manager

Gopal
Karia

Practice Administrator

Hong Kong

Jason
O’Leary

Managing Partner

Annabel
McCormick-Houston

Chartered Wealth Manager

Kishan
Karia

Senior Wealth Manager

Jonathan
Winter

Financial Adviser

Frederick
Scholtz

Senior Wealth Manager

Reuben
Cramer

Financial Adviser

Jemma
Daley

Financial Adviser

Nicholas
Jeffreys

Partner

Stina
Lill-Roberts

Marketing Manager

Mary
Viado

Practice Manager

Jill
Li

Partner Support Manager

Jasmine
Tang

Partner Support Executive

Hong Kong & Singapore

Jasmine
Jalif

Financial Adviser

Get in touch and begin your journey

London
+44 20 8042 0156

Hong Kong
+852 3695 5286

Singapore
+65 9175 1571