The Austen Morris Associates Group of Companies
Austen Morris Associates was established in 1994 and expanded into Singapore in 1997. In 1999 according to Greg, mainland China was ready for professional financial services. AMA opened its first mainland office in Shanghai, operating as a WFOE (Wholly Foreign-Owned Enterprise) in 2003. By 2008, the company had expanded its presence and offices to Beijing, Suzhou, Pudong, Philippines, Thailand, Vietnam, and Indonesia.
Along with the Managing Senior Partner, James Colclough and Philip Morris, the Executive Director, Greg, opened their first office in South Africa, a highly regulated market that moved Austen Morris Associates into new opportunities in 2013. Additionally, AMA Philippines gained its additional licensing to register as an Insurance Agent within the Philippines, further expanding AMA’s Personal and Corporate Healthcare Client options.
In 2021, Austen Morris Associates saw fundamental growth with James, Phil, and Greg establishing four additional entities:
- Austen Morris Associates International
- Austen Morris Associates North America
- Austen Morris Associates Mauritius
- Austen Morris Associates Europe
The Austen Morris Associates Group of Companies offers a broad service offering with experienced consultants committed to building bespoke financial plans for their clients. The services offered by the company to various sectors include Estate Planning & Fiduciary Review, Quantitative Portfolio & Fund Analytics, International Tertiary Education Planning, Direct International Property Investments, and UK & US Pension Planning & Transfers. It also includes Portfolio Gearing & Sophisticated Investments, Mutual Funds & Exchange Traded Funds, Direct Share Investments, Investment Bank Products, Employee Benefit Schemes, Business Assurance, and Health Care.
Are you looking for professional consultancy for your portfolio? Our philosophy is that we are as invested in your future as you are in ours, so give us a call and let’s create a successful partnership.
Our door is always open, and whether you want to come and see us for a coffee and a conversation at one of our global offices or would like to discuss matters over the phone, please get in touch with us.