About Greg
Greg is a highly experienced and trusted International Financial Advisor with a lengthy background in helping HNW & UHNW individuals globally to achieve their financial goals.
With over a decade’s experience in international financial planning, Greg works closely with clients all over the world, taking a meticulous holistic approach, applying deep knowledge and technical expertise in all areas from Tax Planning, Estate Planning to Portfolio & Investment Management and UK & International Pensions.
Initially starting out with HSBC Private Bank in the UK following University, Greg moved to Hong Kong in 2008 to pursue a career in the international market and joined Holborn in 2018 after a 7-year spell as a Director at Capstone Financial.
Qualifications
- US – Series 65
- UK – Level 4
- Registered Technical Representative, HK IA, 2009
- BSc in Physics, University of Newcastle Upon Tyne, UK, 2004
.png)
-Asia.png)
-Africa.png)
.png)
.png)
