Private Client Dinner at Il Bravo in Dongguanhttps://austenmorris.com/wp-content/uploads/2014/08/Screen-Shot-2013-08-12-at-11.10.54-AM.png165120AMA TeamAMA Teamhttps://secure.gravatar.com/avatar/4ad9c580ca7195a1d4f6c40c38a18a15?s=96&d=mm&r=g
Thank you to all of the clients and guests who joined last Thursday in Dongguan for an Austen Morris Associates Private Client Wine Dinner held at IL BRAVO Italian Restaurant on August 8th, 2013, from 7:00 pm onwards.
The dinner was hosted in the heart of Dongguan’s Bar Street, at IL BRAVO C-1018, New World Garden (end of Bar Street), Dongcheng District (东城店, 东城区酒吧街（新世界）C1018商铺). IL BRAVO provided a delicious four-course Italian dinner with wine pairings. The speaker of the evening was Austen Morris Associates’ Senior Partner, Mr Jon Holand. Mr Holand discussed the benefits of investing with the Austen Morris Associates Investment Platform provided by Capital Platforms. Capital Platforms is a Singapore based provider of platform solutions to the Financial Services Industry. With offices in the UK, Singapore, Hong Kong, Malaysia, and soon Dubai, they provide solutions to 75 Companies and over 1500 financial intermediaries in Asia, the Middle East, Western Europe and Africa. First established in 2002, Capital Platforms was one of the first companies in the offshore fund platform arena.
After having worked his way through the company ranks, Mr Jon Holand became a Partner of Austen Morris Associates in December of 2011. Jon received his Bachelor’s degree in International Economics and Politics from Johns Hopkins University. He holds a Master’s degree in International Economics with a particular focus on East Asia from Columbia University. He has also studied at Oxford University, Pembroke College and Waseda University in Tokyo. He currently advises many high net-worth clients in China and other parts of the world on their financial planning needs. He is committed to providing comprehensive advice and creating financial solutions that simplify clients’ lives both now and in the future. Jon is licensed as a financial planner in Hong Kong, which gives him the ability to help clients understand their goals and needs and then provide solutions. Furthermore, his educational background has given him plenty of knowledge about global financial markets, especially Asia-Pacific.
The evening was a fantastic opportunity for us to visit with clients and enjoy the culinary delights from Italy.
“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
“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
“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.”