About Chris

Chris provides tailored wealth management advice to expatriate clients. With 15 years experience, he has a proven track record advising high net worth clients.

Chris specialises in providing advice on citizenhood by investment, wealth management & general financial planning.

With qualifications from the Chartered Institute for Securities and Investment, London Institute of Banking & Finance and Kaplan Australia. Chris holds financial planning licenses in Hong Kong & Australia.

Originally from the UK, Chris has built a highly successful practice since 2007. He has expat clients in Hong Kong, Australia and the Asia Pacific region. His main focus on growing and protecting the client’s wealth. Chris maintains quality long-term client relationships with a real focus on personal service. Consequently, he has built his business on referrals from existing clients.

Qualifications

  • Bachelor of Arts Degree 1994
  • Hong Kong Confederation of Insurance Brokers License, 2008
  • Hong Kong Securities Institute 2011: Papers 1, 7 and 8
  • International Certificate of Wealth Management 2016, (Chartered Institute of Securities and Investments)
  • Kaplan Professional, RG146 Tier 1, Generic Knowledge, February 2017
  • Kaplan Professional, RG146 Tier 1, Superannuation – Personal Advice, April 2017
  • Chartered Institute of Insurance, R01 UK Regulation and Ethics, July 2017
  • The London Institute of Banking and Finance UK Level 4 Diploma

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    Why choose Holborn?

    Our aim is to help individuals and businesses achieve their financial goals with a straightforward approach.

    Tell us about your current situation, what your financial goals are, and when you would like to reach them. Based on your goals, we develop a practical plan designed specifically for you.

    We will discuss the bespoke plan with you and agree on the course of action you want to take. While the final decisions are yours, our qualified financial experts are here to help & provide guidance for you both now and in the future.

    All our advisers come from the UK and similar jurisdictions where regulations are tight. Having a regulatory-driven background means that our advisers approach financial planning in a holistic, compliant manner.

    We are not sales driven. We have unmatched relationships with the best product providers. This means we can offer superior investment and protection solutions for the increasingly sophisticated expatriate community we serve.

    We would like to personally welcome you and your friends to become satisfied clients of Holborn Assets. If, at any time, you feel we fall short in the advice and service we offer, then please contact our friendly client services team.