We are a team of financial market leading professionals, scope of experience range from product development, channel management, trustee services, legal and tax on different juridictions, all rounded training, risk and compliance management.
With collectively decades of experience from leading international and Asia insurance carriers and financial institutions, we will definitely bring good values to
“Our Customers”.
Boasting an illustrious career spanning nearly three decades in the Financial sector, our Founder and Senior Partner has graced senior management roles, primarily serving the 'High-end' client segment across renowned multinational financial institutions. Renowned for profound expertise in training, coaching, and tailored advisory roles.
Decades of study and work experience across North America and Asia, with deep understanding of Western and domestic business environments and management cultures. Rich experience in international communication, cooperation, negotiation, and leading multinational teams.
Boasting over 25 years in wealth planning, Simon prominently led initiatives at BSI Hong Kong and ABN AMRO Asia. Deeply involved in regulatory licensing, he's collaborated with elite accounting firms, showcasing expertise in Accountancy, Law, and Arbitration. An industry stalwart.
Nearly 18 years of experience in retail, private banking, and wealth management sectors, holding pivotal roles in wealth management at various international and Chinese banks, focusing on product development, market analysis, and managing services for high-end clients. Also served as a spokesperson for the wealth management sector of a bank and as a special guest host for financial radio programs. Additionally, awarded the "Outstanding Wealth Management Award" by the Hong Kong Institute of Bankers in 2010.