Celebrating 20 Great Years!https://austenmorris.com/wp-content/uploads/2014/08/1994-old-logo-1.jpg165120AMA TeamAMA Teamhttps://secure.gravatar.com/avatar/4ad9c580ca7195a1d4f6c40c38a18a15?s=96&d=mm&r=g
This year Austen Morris Associates is proud to celebrate its 20th Anniversary. As an exceptional international financial planning and wealth management consultancy for the expatriate community, we are honored to have reached this milestone and would like to thank our valued clients, many of whom have been with us from the start.
Austen Morris Associates’ international operations were founded in 1994 on the principles of trust, professionalism and partnership. We have built our business by implementing these principles to the benefit of expatriates all around the world. From our roots in the United Kingdom, Austen Morris Associates set up consultancies in Dubai and Singapore, and in 1998 we established our headquarters in Shanghai. We now have representative offices in both Beijing and Manila, and this year we celebrate our first year of operations in Johannesburg, South Africa.
Austen Morris Associates is also proud to announce that it is undergoing a rebranding campaign for launch in 2014.
AUSTEN MORRIS ASSOCIATES – BEST PRACTICES
Senior Associate Mr Alistair Skinner, who has been with Austen Morris Associates for over 14 years states, we are “dealing with international clients, and our consultants share the same background, helping us to understand why a client is thinking a certain way and serve them better.” Furthermore, he believes “an additional strength of the company is the loyalty and honesty integrated throughout the office. Loyalty and honesty to the job, the business, and the clients because you don’t become the biggest in the market by accident.”
Senior Partner Mr Jon Holand, who has been with Austen Morris for over seven years and is a founding member of the Business Standards Committee recalls “I was excited to co-found the BSC at Austen Morris as it shows how committed we are as a company to be industry leaders in the financial services sector by constantly improving the way we treat our clients and our own staff.”
AUSTEN MORRIS ASSOCIATES – IN THE COMMUNITY
Over the past 20 years, we have not only been committed to our clients, but also the communities in which we live and work. No matter when or where, Austen Morris Associates has always been committed to charitable events, schools, clubs, organizations and community service projects.
In 2011 Austen Morris Associates began to organize what has become Shanghai’s most influential charity event to date, Chi Fan for Charity. This annual event brings together clients, colleagues and friends to raise funds for our community. Shanghai’s premier charity dining event has since raised over 1,200,000 RMB in Shanghai alone.
Austen Morris Associates has also been involved with Heart to Heart Shanghai, a non-profit community outreach organization composed entirely of volunteers. Mr Greg Morris, Founding Senior Partner, finds that working with Heart to Heart is “one of the most humbling experiences I’ve had in Shanghai in the 16 years that I’ve been here.”
Austen Morris Associates’ partnership with Heart to Heart has helped save the lives of 15 children in need. This year’s contributions allowed us to meet one of the children, a beautiful girl named Li Yuyuan. Mr James Colclough, the Managing Senior Partner, was especially touched by Li Yuanyang because she reminded him of his two-year-old daughter, “it is amazing to see what an impact we can have on these peoples’ lives, making you want to do more.”
We have also recently expanded this model of community service to our African Office where we supported a Charity Golf Tournament to support a local childhood cancer foundation.
AUSTEN MORRIS ASSOCIATES – OFFERING
As independent financial consultants, Austen Morris Associates provides unbiased, strategic advice and access to the world’s top investment management groups.
Austen Morris Associates offers a wealth of consultancy experience, from offshore investment structures for long term financial security, portfolio management, tailored trading platforms, and wealth protection, to private equity and venture capital funds, providing the full spectrum of financial advice. Commitment to client confidentiality guarantees security and peace of mind while utilising tax-efficient centres around the world to maximize investment potential.
We thank you for your business and we welcome your feedback anytime.
“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
“I’ve been always targeted by many financial advisors and International investment groups over the years. I have had one fund with an offshore investment group before which I canceled in 2008 and since then I was uncertain if I should do something again. I met Kirk in 2014 and he kept contact with me over the next few years. In 2017 I thought of investing and starting some fund and I have immediately contacted Kirk since he has left a very strong impression as a competent, pleasant, and very well informed advisor. Now I have a few funds with AMA and I am very happy with the service level, professionalism, and guidance from Kirk. I am very confident that I will reach my future goals.”
Ivan Stefanovic - Commercial Director - Scania
“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.”