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Our Team

We collaborate with the company board and the management team to identify regulatory challenges, build and implement practical solutions designed to meet the regulatory responsibilities, assess the risks involved.


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Simon has over 25 years of experience in tax and trust practices.

Prior, Simon was the Head of Wealth Planning of BSI Hong Kong who established the
business and advisory platform in the Greater China region. Simon was the
Regional Head of International Estate Planning of ABN AMRO Asia for 4 years, covering
the Middle East and Asian markets. He was the senior trust adviser at Credit Suisse
Hong Kong who established the initial advisory team in Hong Kong. 


As a qualified tax accountant, Simon also worked for Deloitte Touche TohmatsuHorwath/Intertrust and Ernst & Young, advising on Canadian, Hong Kong, UK & US tax and trust matters.

Simon holds a degree in Accountancy and Taxation, a Law Degree and a Master of
Arbitration and Dispute Resolution. He is an accredited Mediator and Arbitrator of the
Hong Kong Institute of Arbitrators and a member of AICPAHKICPA and STEP.