Podcast: Global wealth, local advice

I meet with clients daily that have come to Hong Kong from somewhere else, whether that's around Asia or further afield, and help them make key financial choices about the next steps in their life, which is a crucial part of any decent financial advice and planning service. As with most of us, making decisions can be a challenge for many of the clients I support. However, the right planning can bring clarity and make the most complex of decisions feel manageable.

I sat down recently with Zoe Pearson, at St. James's Place - Asia & the Middle East, to discuss the importance of regular financial planning, long-term advice and how clients' priorities change over their lives - and my role as their long-term financial adviser. Watch or listen the podcast below.

https://www.youtube.com/watch?v=lZw-E0wto5s

Also available on Spotify