Angela is a qualified advisor in the UK, Europe, and Hong Kong. She provides holistic, trusted and professional investment advice to a diverse range of prestigious clients with a focus on lump sum, asset and portfolio management, sophisticated investment vehicles, Estate planning, retirement and worldwide inheritance and wealth tax mitigation.
Strengthen client relationships by anticipating needs, exceeding service expectations and following through on commitments.
- BA in Business Administration and Management
- International Certificate in Wealth & Investment Management from (CISI).
- CISI Level 6 Certificate in Pension Transfers & Planning Advice
- CFA UK Level 4 - Investment Management Certificate (IMC)
- Hong Kong Confederation of Insurance Brokers, IIQE Papers I, III & V
- Master of Science in Mathematics-Economics & Management
- CFA Level I Passed