Senior Wealth Manager
I help expatriates and their families maximise the financial benefits of working and living in Hong Kong.
For me, too much of our industry is clothed in jargon and unnecessary complexity. Like everyone at Horizon I try to keep things simple and focused.
Whether it’s growing, protecting or making plans to pass on your wealth, my priority is making sure that as my clients’ needs change over time, I’m on hand to provide the best possible advice to them. Either way, it’s crucial that your plan is agile enough to cope with the inevitable changes in your lives. I love to build long-term relationships with clients and I genuinely feel that I am able to mix business and pleasure every day that I work with them.
I previously worked for Barclays Wealth Offshore and Private Bank services. I switch off by running marathons.