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Joanne Loney Email & Phone Number

Partner at St. James's Place Wealth Management – Asia
Location: Hong Kong, Hong Kong Sar 8 work roles
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Current company
St. James's Place Wealth Management – Asia
Role
Partner
Location
Hong Kong, Hong Kong Sar
Company size
519 employees

Who is Joanne Loney? Overview

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Joanne Loney is listed as Partner at St. James's Place Wealth Management – Asia, a with 519 employees, based in Hong Kong, Hong Kong Sar. AeroLeads shows a matched LinkedIn profile for Joanne Loney.

Joanne Loney previously worked as Director at Mandarin And Lime Ltd and Chief Executive at Infinity Financial Solutions.

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St. James's Place Wealth Management – Asia

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Profile bio

About Joanne Loney

Pay gaps matter; wealth gaps matter more.The first rule of financial planning should be that it’s your plan. It isn’t important whether this is the “right” plan – it must be right for you. I am here to listen to what you really want to achieve without judgement and to help you to set goals that meet your priorities and explain your options without jargon.As a lifelong D&I champion, LGBT+ ally and women’s rights advocate, I am dedicated to providing a safe space for everyone to plan for and achieve their financial goals and to create an equal financial future for all. Taking control of your finances is liberating, both financially and emotionally. I’m here to help you to buy your financial freedom, whatever that means to you.To find out more, please message or email: Joanne.Loney@sjpp.asia.

Listed skills include Financial Analysis, Retirement Planning, Strategic Financial Planning, Management Accounts, and 15 others.

Current workplace

Joanne Loney's current company

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St. James's Place Wealth Management – Asia
St. James'S Place Wealth Management – Asia
Partner
Hong Kong
Website
sjp.asia
Employees
519
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Company profile
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8 roles · 30 years

Joanne Loney work experience

A career timeline built from the work history available for this profile.

Partner

Current
St. James'S Place Wealth Management – Asia

Hong Kong

St. James's Place Wealth Management is a FTSE 100 company and one of the UK’s leading wealth management organisations with offices in Hong Kong, Shanghai and Singapore. As a company we specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management and our advice guarantee.I have over 15 years of experience as a Financial Planner I have been working with professionals in UK, Asia and South Africa. My holistic approach covers all areas of wealth management including goal setting, savings and investments, retirement planning, financial and income protection, mortgages and wills.I am fully qualified to operate in HK, licensed by SFC & IA and a registered intermediary with MPF Schemes Authority.

Jun 2017 - Present

Director

Mandarin And Lime Ltd

Hong Kong

Established a boutique IT solutions and services company to utilise new technologies for quicker, easier and cheaper IT solutions for small and medium sized businesses.

Dec 2013 - Dec 2020

Chief Executive

Infinity Financial Solutions

Hong Kong

Infinity Financial Solutions is Asia’s leading provider of financial services with offices across the region. We provide personalised financial planning solutions for expatriates and exceptional customer service to clients spread around the world with over 110 different nationalities.

Sep 2014 - Jun 2017

Consultant / Project Manager

Standard Life

Hong Kong

Contract position to run Building a Sustainable Business in Hong Kong. Reporting directly to CEO AEM, responsible for reviewing business models and, where appropriate, planning remedial actions and establishing new procedures as business as usual throughout all business areas.End to end project deliverables (including UAT and PPE), and presenting regular project updates to CEO, leadership team and Change Board.Concurrently running 2 smaller regulatory projects.

2013 - 2014 ~1 yr

Chief Financial / Operating Officer

Integra-It Hong Kong Limited

Hong Kong

Reporting directly to Managing Director and liaising closely with the Board regarding business direction and operations with a particular emphasis on budgeting, forecasting and finances.

2010 - 2013 ~3 yrs

Senior Wealth Manager

Hsbc International Limited

Cape Town, South African

2007 - 2009 ~2 yrs

Sales Manager

The Henley Group Limited

Hong Kong

1997 - 2007 ~10 yrs
Team & coworkers

Colleagues at St. James's Place Wealth Management – Asia

Other employees you can reach at sjp.asia. View company contacts for 519 employees →

MW Mark Woodward Mark Woodward Colleague at St. James'S Place Wealth Management – AsiaJing'An District, Shanghai, China View → ST Sharon Tee Sharon Tee Colleague at St. James'S Place Wealth Management – AsiaSingapore View → CC Carmen Chapple Carmen Chapple Colleague at St. James'S Place Wealth Management – AsiaCirencester, England, United Kingdom View → IH Inging Hon Inging Hon Colleague at St. James'S Place Wealth Management – AsiaSingapore View → SW Sean Wee 王诗尭 Sean Wee 王诗尭 Colleague at St. James'S Place Wealth Management – AsiaSingapore View → GW Georgina Wilkinson Ba (Hons) Apfs Georgina Wilkinson Ba (Hons) Apfs Colleague at St. James'S Place Wealth Management – AsiaDubai, United Arab Emirates View → AC Ana Carvalho Ana Carvalho Colleague at St. James'S Place Wealth Management – Asia View → JS Jocelyn Sharp Jocelyn Sharp Colleague at St. James'S Place Wealth Management – AsiaKemsing, England, United Kingdom View → JM Jo Martin Jo Martin Colleague at St. James'S Place Wealth Management – AsiaBerkhamsted, England, United Kingdom View → SB Suzanne Burrage Suzanne Burrage Colleague at St. James'S Place Wealth Management – AsiaHemel Hempstead, England, United Kingdom View →
FAQ

Frequently asked questions about Joanne Loney

Quick answers generated from the profile data available on this page.

What company does Joanne Loney work for?

Joanne Loney works for St. James's Place Wealth Management – Asia.

What is Joanne Loney's role at St. James's Place Wealth Management – Asia?

Joanne Loney is listed as Partner at St. James's Place Wealth Management – Asia.

Where is Joanne Loney based?

Joanne Loney is based in Hong Kong, Hong Kong Sar while working with St. James's Place Wealth Management – Asia.

What companies has Joanne Loney worked for?

Joanne Loney has worked for St. James'S Place Wealth Management – Asia, Mandarin And Lime Ltd, Infinity Financial Solutions, Standard Life, and Integra-It Hong Kong Limited.

Who are Joanne Loney's colleagues at St. James's Place Wealth Management – Asia?

Joanne Loney's colleagues at St. James's Place Wealth Management – Asia include Mark Woodward, Sharon Tee, Carmen Chapple, Inging Hon, and Sean Wee 王诗尭.

How can I contact Joanne Loney?

You can use AeroLeads to view verified contact signals for Joanne Loney at St. James's Place Wealth Management – Asia, including work email, phone, and LinkedIn data when available.

What skills is Joanne Loney known for?

Joanne Loney is listed with skills including Financial Analysis, Retirement Planning, Strategic Financial Planning, Management Accounts, Business Planning And Strategy, Business Strategy, Change Management, and Leadership.

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