Austen Morris Associates Announces Two Promotions

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Austen Morris Associates Announces Two Promotions

Austen Morris Associates Announces Two Promotions 500 332 AMA Team

Austen Morris Associates announced today the promotion of two Senior Advisors, Alan Vassallo to Partner at the Shanghai office and Erwin Verschueren to Partner at the Beijing office. In his new role, Alan will assume operational responsibility. He has over 15 years experience in a financial advisory capacity and continues to assist senior managers of Fortune 500 companies in the management of their financial portfolios. Erwin, as Partner, will likewise oversee sales and operational activities at the Beijing office. He has strong knowledge of financial planning and investment products, specializing in the latest trends impacting on the Asian markets. He leads his team in providing clients with a full range of services from savings strategies to wealth management programs.
We want to congratulate Alan and Erwin for their new leadership positions at Austen Morris Associates. As the company’s growth continues, both Partners will play an important part in Austen Morris Associates in reaching its goals for the future.
Erwin and Alan (1)

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AMA Client Testimonials

“Warwick Hamilton has, since 2014, been the financial advisor dealing with the proceeds of my UK pension, invested via QROPS in an STM Pension Transfer Plan. I am sure that I am not his biggest client but you would not think so, given the excellent support and service that he gives me. I have been continuously impressed by the way he ensures that these investments are managed to perform well, align with my risk profile; and with his ethical, informative, honest and straightforward way of handling those affairs. I have kept these investments with Warwick despite approaches to change financial advisors because he ensures that I am kept well informed and I trust him.”

Dr Leslie Alan Carlo

“Chad is a pleasure work with, throughout my dealings with him he has always maintained care for our relationship over and above my portfolio. He has ensured our communication and working timelines are met to the highest standard. I’ve found Chad to be very thorough and more than happy to take the time always to keep me updated and continue to answer all questions in a timely and professional manner. He is also very personable and courteous, with a keen attitude to deliver the best service. Chad keeps updated on current market developments and regulations, and his attention to detail and analysis of my portfolio has been most informative and insightful. In my opinion, Chad is a knowledgeable and professional advisor, and I feel comfortable entrusting my international arrangements and overall portfolio management to him. I would happily recommend Chad to others who require assistance regarding their financial planning.”

Warren Drue - Partner- WEBBER WENTZEL

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