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
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
Daniel
McElearney
Paraplanner
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
Jasmine
Jalif
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
Bilyana
Mikov
Client Relationship Executive