Financial Planning in Singapore

Andy has worked in the financial services industry for nearly 30 years, having worked for the Zurich Insurance Group and St. James’s Place in the UK.  Having held the Approved Person position for Risk Management for SJP, Andy made the move to Asia in July 2014 to support the acquisition of The Henley Group. This role initially included managing the regulatory and risk functions in Asia and heading up the Singapore Branch of St. James’s Place International.

Andy sits on the Asia Executive Committee, reporting directly to Iain Rayner and is currently responsible for managing our people, processes, systems, finances and regulatory relationships across Asia to ensure that we deliver positive outcomes for all our stakeholders and have a scalable, productive and profitable business.

John is a seasoned financial services leader with expertise in strategy, wealth management, banking, insurance, and transformation. Known for his commercial insight and strategic foresight, he excels at identifying market opportunities and driving change. His experience spans private and retail banking, asset management, global markets, and family offices. A results-driven leader, John focuses on business growth, system improvements, and governance while maintaining a client-first approach.

Angelina is a qualified actuary and her career spans across the UK, Europe, United States and Asia working in life insurance, bancassurance and wealth management, with a focus on Asset & Liability Management, investment and capital matters.

Angelina is passionate about sustainability and is a volunteer with a number of different organisations in various roles including as the editor for a sustainable finance newsletter, a research group on carbon pricing and sequestration and she is involved in public education events on topics of ocean conservation and plastic pollution.

With a Diploma in Financial Services and a degree in International Business Management, Oliver has worked in the banking and financial services sector for over 20 years. His career started with HSBC in the UK as a qualified financial adviser before moving overseas in 2005.

Oliver is the Head of Business for St. James’s Place Hong Kong. He is passionate about leading and supporting the business ensuring that all of our Partners have the right resources available to deliver outstanding advice and service to our clients.

Oliver has been fortunate enough to work in the UAE, Shanghai, and Hong Kong. He has two young children and a golden retriever and spends most of his spare time cleaning up after them!

Steven joined St. James’s Place Wealth Management from a very different role as CFO of a local non-governmental think tank in Hong Kong, where he was immersed in social and policy-making matters. This followed time spent working in the retail, transportation, logistics and professional services sectors across Asia, Latin America and Europe.

Steven’s broad interests and experience reflect in his ambition to deliver the highest quality experience to clients in all aspects of policy management, information sharing, client support and service quality.

An avid learner, Steven is a polyglot who wastes no opportunity to travel, try new challenges such as scaling the globe’s various mountains, or to join a trivia team.

Magdalena is the Senior Executive Officer – Middle East & Head of Legal Division, Asia & Middle East.

In this role, she is responsible for overseeing all legal affairs in Asia and Middle East, including corporate and commercial legal matters, litigation, privacy and intellectual property. She also provides guidance and advice on strategic business transactions across the breadth of St. James’s Place activities in Asia and Middle East.

Magdalena brings more than 20 years of experience in business and corporate law, including extensive experience across various industries in Europe (with another FTSE 100 company) and in the Middle East. She is passionate about getting involved in complex legal issues, challenging the status quo and finding new ways to contribute to the growth of the business. Her sense of purpose is to support the business in delivering the highest quality service to its clients and ensuring that integrity, compliance and business ethics always prevails.

Magdalena is a solicitor qualified in England and Wales, and an attorney-in-law qualified in Poland.

She is also a keen sailor, and a member of the Royal Hong Kong Yacht Club.

Tim is the Head of Division – Regulatory & IT - Asia & Middle East for St. James’s Place Wealth Management. He graduated with a BSc (Honours) from King’s College London and the University of New South Wales in Sydney. Tim holds multiple financial services qualifications and is a Responsible Officer for St. James’s Place in Hong Kong.

Before joining St. James’s Place in 2016, Tim worked on the establishment of a high net worth department for the largest local brokerage firm outside of the banking sector, and as such has a great depth of experience working in the local high-net-worth space in Hong Kong, where he is a permanent resident.

Having spent over 10 years in both entrepreneurial and corporate environments in Hong Kong, Tim is passionate about developing and growing sustainable financial services businesses. In his spare time, he is a member of the British Chamber Business Angel’s Committee, a mentor for the 30% Club, regularly engaged in endurance sporting activities for charity, and is married with two children.

Zoe is the Marketing Lead for St. James’s Place Hong Kong. She graduated with a 1st class (Hons) degree in Business from The University of Edinburgh before completing her Professional Diploma with the Chartered Institute of Marketing.

Zoe started her career with one of Europe’s largest asset management companies as a member of their Global Leadership Graduate Programme before working in a number of management, communications and product development roles.

With nearly 10 years’ experience in Financial Services Marketing Zoe is passionate about helping clients plan for their future. In her spare time Zoe is passionate about sport, representing Hong Kong Cricket Club Hockey Section.

Liz is Head of Human Resources for Asia and is based in Hong Kong. She holds a degree in Philosophy and Psychology, and has over 30 years’ HR experience, predominantly in professional services across Asia and in the UK.

Working closely with the company’s leadership, Liz is responsible for the operational delivery of services across the full employee life cycle, helping to foster an inclusive culture and supporting the business in delivering its strategic goals through the people agenda.

Liz spends most of her free time travelling off the beaten path or researching new places to visit.