Jason
O’Leary

Gareth and I joined forces because we share a very similar worldview.

The ‘what’ is a multi-jurisdictional wealth management business in Hong Kong and the UK. The ‘why’ is a combination of the best financial advice with the best interests of the wider world at heart. I’ve worked in the UK, United Arab Emirates, Qatar and Hong Kong. My passion is supporting our team to provide the best possible service while achieving the best outcomes for themselves.

I also work directly with clients helping them protect their assets, ensure good succession planning (including repatriation) and peace of mind. In partnership with St. James’s Place, I believe we can provide the best opportunities for our clients to protect and grow their wealth in a world where environmental, social and corporate governance is all-important.