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Since 1988, I have been providing financial planning, strategic asset allocation, investment advisory solutions, integrated credits, and capital markets products to high net worth families, corporations, trusts, and charitable foundations. My Associate Winnie Au has expertise in global private client wealth management and enhances our client service platform.
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I provide breakthrough service to sophisticated clients through active administration of their capital. As a Fellow of the Hong Kong Institute of Directors — an elite independent body affiliated with the Institute of Directors in the UK — I offer globally recognized excellence in private wealth counsel.
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