Home / Advisor Make an Enquiry Request a Callback With a career dedicated to helping individuals and families around the world achieve financial clarity and long-term security, I bring both the technical expertise and the personal approach that complex international wealth planning demands. My academic foundation is rooted in finance and business. I hold a…
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Home / Advisor Make an Enquiry Request a Callback As a qualified financial consultant and Associate of the Chartered Institute for Securities & Investment (ACSI), I bring a rigorous, credentials-backed approach to cross-border financial planning for expatriates living in Thailand and across the wider region. Based in Bangkok, my work at Soteria Trusts centres on…
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Home / Advisor Make an Enquiry Request a Callback With 14 years of experience in international wealth planning and a career spanning offices in Shanghai and Bangkok, I bring a genuinely global perspective to the complex financial challenges facing internationally mobile individuals, families, and businesses operating across borders. My academic background combines a Master’s in…
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Home / Advisor Make an Enquiry Request a Callback With over 30 years of experience in financial services and international wealth management, my career has taken me from the high streets of the UK to the financial centres of Asia — and the thread running through all of it has been a genuine commitment to…
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Home / Advisor Make an Enquiry Request a Callback My career has taken me from the property market in the UK to the financial centres of Europe and Asia — and the thread running through all of it has been a genuine love of building relationships and opening doors. I started out in estate agency…
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Home / Advisor Make an Enquiry Request a Callback 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…
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