Jessica is from the Midwestern U.S. where she graduated with a degree in Psychology. She later completed her MBA at Temple University in Japan. Jessica is licensed with the Securities and Futures Commission (SFC) and the Confederation of Insurance Brokers (CIB) in Hong Kong. She is an SEC licensed Registered Investment Advisor in the U.S. and a U.S. insurance agent.
Harmen is from Amsterdam, The Netherlands where he graduated with a Masters of Science in Economics from Tilburg University and later a Chartered Financial Analyst (CFA). Harmen is co-founder of the Association of Independent Asset Managers and is the lead director of the Capital Company Investment Committee and head of investment selection.
Todd is from Perth, Western Australia where he graduated from Curtin University with a Bachelor of Commerce, Property Major. Todd is dual licensed with the Securities and Futures Commission (SFC) and the Confederation of Insurance Brokers (CIB) in Hong Kong. Todd is a licensed financial advisor with the Australian Securities and Investment Commission.
Louis is from Rotterdam, The Netherlands where he graduated with a degree in Business Administration and completed his Masters at the Erasmus University. Louis is a co-founder of the Association of Independent Asset Managers in Hong Kong and advisor to the board for the Dutch Chamber of Commerce. Louis is a Capital Company Responsible Officer.
David is from Leicester, United Kingdom where he graduated with a degree in Business Administration from Leicester University and is a Chartered Financial Planner. David is experienced on advising on estate and inheritance tax planning, pension planning, lifetime cash-flow modelling and tax structuring solutions with investment management across multiple jurisdictions.
From Beijing China, Dandan graduated with a degree in Business from The Hague University in the Netherland and completed her dual master degree in Finance and Personal Financial Planning, and a Ph.D. degree in Financial Planning from Texas Tech University in U.S. A Chartered Financial Analyst (CFA) with over 10 years of experience in both U.S. and Hong Kong investment banking and wealth management companies, Dandan services clients on a wide range of cross-boarder planning issues.
From the UK, Amy has lived and work across Europe and is now settled in Hong Kong, having lived here for over 6 years. Amy holds a degree in Biomedical Science from the University of Sheffield, United Kingdom, and also holds both SFC License type 4 and 9 and is a member of the Confederation of Insurance Brokers, Hong Kong. A director of the client team and with over six years’ experience working with multi-national clients and assisting with cross-border planning.
Melissa is from the west coast U.S. Graduating from ASU with a degree in finance and a specialization in international business, Melissa is licensed with the Securities and Futures Commission (SFC) in Hong Kong. Melissa has expertise in dealing with institutional clients in both buy and sell side transactions. Prior to her time in Hong Kong, Melissa was an investment banker in San Diego, California, and, before that she was a fund wholesaler at a major asset manager out of Boston, Massachusetts.
Born and raised in both Hong Kong and Sydney, Australian, Regina graduated from the University of New South Wales with a Bachelor of Economics and Finance. Regina is licensed with the Securities and Futures Commission (SEC) and is trilingual in English, Mandarin and Cantonese.
Olivia is from Buckinghamshire, United Kingdom where she graduated from the University of Exeter with a Bachelor’s degree in Politics, Philosophy and Economics. Olivia is licensed with the Securities and Futures Commission (SFC) and the Confederation of Insurance Brokers (CIB) in Hong Kong. Olivia is also working towards her Certified Financial Analyst (CFA) credentials.
Helen is from Venezuela and schooled in New York City where she graduated from Pace University with a Bachelor Degree in Hospitality Management and Tourism. After completing an exchange program at the Chinese University of Hong Kong, Helen decided to move to Hong Kong permanently.
Bonnie is from Hong Kong, where she graduated from University of Hong Kong with a double major degree in Sociology and Geography. Bonnie previously spent 7 years in the UK completing her A-Levels. Bonnie enjoys hiking and is a volunteer teacher for English and Art in her spare time.
Hoi Yee Wong
Hoi Yee is from The Hague, The Netherlands, where she studied Business Economics at De Haagse Hogeschool. Hoi Yee has 10 years of experience working in finance and speaks fluent Dutch, English and Cantonese.
Cathryn finished high school in Malaysia and has lived in Hong Kong since 1990. Cathryn assists with both client servicing and administrative supports to clients and advisers. More than 20 years of experience, Cathryn works with The Protection Company assisting the insurance team with quotations and servicing and speaks fluent English, Cantonese, Mandarin, Malay, and Hokkien.