OUR PEOPLE

Evelyn has over 20 years experience (10 in Asia) as a dedicated wealth management professional with global international Private and Investment Banks. There she advised ultra high net worth individuals, Family Office, Trusts, Superannuation Funds, Charities and other not for profit foundations.

Evelyn’s familiarity with global markets allows her clients international diversification and investment opportunities with wealth preservation and risk management foremost. Her approach is to liaise directly with her clients and their legal and accounting/tax professionals to ensure she works with the appropriate legal architecture and to deliver a bespoke wealth management service to her clients.

Her investment procedure employs asset allocation, appropriately researched recommendations and security analysis.

Implementation of portfolio investment strategies may include international bonds and other fixed income securities, domestic fixed income, international and domestic equities, margin lending, foreign currency, foreign currency lending, structured products, international managed funds and international alternative investments (hedge funds and other managed alternative investments).