Jonathan has 16 years Banking and Wealth Management experience across the UK and Australia.
Most of his experience has been with National Australia Bank & JB Were which has provided a deep understanding of Private Banking, Investments, Superannuation & Financial Planning.
In his final role at NAB; General Manager Wealth Services NAB Private, Jonathan was responsible for Wealth Advice, Markets, Foreign Exchange and Trustee Services for NAB’s most complex families and clients. The business advised over 6000 families and individual managing $6 Billion in Funds Under Management.
Prior to this Jonathan was responsible for NAB Private Banking in NSW, covering 160 bankers, 5000 clients with $11bn in Lending and $7 Billion in deposits.
Since leaving NAB, Jonathan has been advising businesses in the Wealth Management sector, most notably supporting a Global Insurers proposal to acquire ANZ’s Wealth Management Business.
Jonathan has held several Board & Committee positions during his career including the Chair of Calibre Asset Management Board, Chair of the NAB Private Investment Committee and Member of the National Australia Trustee Board.
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A Licensed Financial Firm
In Hong Kong we are licensed by the Securities and Futures Commission (license no. AHX191), the Insurance Authority (license no. FB1443) and the Mandatory Provident Fund Authority (license no. IC000563).
In Australia we are licensed by the Australian Securities and Investments Commission (AFSL No: 482234, ABN 91 607 515 122).