Simon Liu serves as the Head of Investment Research for Asia at St. James’s Place Wealth Management since January 2015, where responsibilities include participating in the Investment Committee and overseeing strategic allocations in multi-asset class portfolios. Additionally, Simon holds the position of Head of Investment Research at The Henley Group, part of St. James's Place Wealth Management, since 2011, after beginning as the Investment Research Manager in 2008. Simon Liu is currently a PhD candidate at Shanghai University of Finance and Economics, focusing on corporate governance, asset pricing, and behavioral finance, and holds an MBA and MSc from The Hong Kong University of Science and Technology, along with a BSc from the University of Michigan.
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St. James's Place – Asia & Middle East
Managing your wealth should be simple. That’s why we’re making it personal. At SJP, we give you face-to-face, one-to-one guidance to help you achieve your life goals. We also provide access to our leading range of investment products. As a FTSE 100 company with £157.5 billion in managed funds, we can introduce you to some of the best talent in the industry. You’ll build a personal, mutual relationship with your Partner, who’ll always work with one goal in mind. That goal is set by you. Your vision for the future is unique. Yet, whatever your plans, and with offices in Singapore, Hong Kong and Dubai, we believe you’d rather take advice from someone you trust. That’s why we want you to know us, just as much as we want to know you. The value of your investment can go down as well as up. You could get back less than you invested. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. St. James’s Place (Singapore) Private Limited is regulated by the Monetary Authority of Singapore and is a member of the Investment Management Association of Singapore and Association of Financial Advisers (Singapore). Company Registration No. 200406398R. Capital Markets Services Licence No. CMS100851. St. James’s Place (Hong Kong) Limited is an insurance broker company licensed with the Insurance Authority (Licence No. FB1075), a licensed corporation with the Securities and Futures Commission (CE No. AAV439) and registered as an MPF Intermediary (Registration No. IC000852). Members of the St. James’s Place Partnership in the Dubai International Financial Centre represent St. James’s Place (Middle East) Limited, which is regulated by the Dubai Financial Services Authority (DFSA) Firm Reference Number F003486 and is authorised to conduct the Financial Services of ‘Advising on Financial Products’ and ‘Arranging Deals in Investments’.