With 46 years of living and working in Hong Kong, I have developed a deep understanding of the unique financial challenges and opportunities facing expatriates, international professionals, and families with cross-border ties. Hong Kong is not just where I work — it is home, and that long-standing connection gives me a perspective on this city’s financial landscape that few can match.

My career has taken me through two distinct but complementary chapters. I spent 20 years in the banking and financial services recruitment industry in Hong Kong, both running my own recruitment firm and working with a range of boutique and multinational organisations. During that time, I partnered extensively with Soteria Trusts and witnessed first-hand the tangible difference that well-structured wealth planning makes to clients’ lives. The quality of service, the integrity of advice, and the genuine outcomes for clients made the decision to join the Soteria team a natural and rewarding one.

Today, as Director of Business Development at Soteria Trusts, I work with individuals and families to design and deliver personalised wealth management, retirement planning, and succession planning solutions. My focus is on helping clients manage, grow, and protect their valuable assets — not just within their own lifetime, but with a clear and tax-efficient legacy strategy for the people who matter most to them.

Whether you are a UK expat concerned about inheritance tax exposure on UK property, a Hong Kong resident looking to structure your investments in a tax-efficient way, or a family navigating complex cross-border estate planning, I take the time to understand your full picture before recommending a solution. At Soteria, we do not believe in one-size-fits-all approaches. Every client’s circumstance, goals, and family situation are different — and the solutions we put in place reflect that.

Having seen the results of both good and poor financial planning over nearly five decades in Hong Kong, I am genuinely committed to ensuring that every client I work with feels confident, informed, and well-protected. My goal is simple: to help you build a legacy you are proud to leave behind.

If you would like to discuss your wealth management, retirement, or succession planning needs, I would be delighted to hear from you.