Kris Patni Email and Phone Number
Kris Patni work email
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Kris Patni personal email
From London, 19 years of experience in wealth management and offshore financial planning for expatriate clients working globally. The world of investment and financial planning services is complex, even if you are financially aware, and finding the right products is time consuming. That’s why we are here. With our knowledge and expertise we can save you time, money and bring you peace of mind.We want to help you achieve your financial aspirations, and realise some dreams. So, we’re there for you at all the key moments in your life. We believe our role is to listen and understand your needs. Then we use our experience to find the right products for your circumstances, personal or business, home or abroad.We guarantee, whatever financial planning services you require, you’ll get the same high level of professionalism and attention. Qualifications held under the Securities & Futures Act (SFA ):- CMFAS - 5 : Rules & Regulations- CMFAS - 8 : Collective Investments- CMFAS - 9 : Life Ins. & Investment Linked Policies- CMFAS - HI : Health Insurance- CMFAS - 9A : Life Insurance & Investment-Linked Policies- CMFAS - 8A : Collective Investment Schemes II
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Senior ConsultantLawsons Wealth Apr 2023 - PresentNetherlands
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DirectorGps - Global Portfolio Strategies Apr 2020 - PresentNetherlands -
Senior Financial AdviserSkybound Wealth Management Oct 2022 - Apr 2023The Hague, South Holland, NetherlandsThrough a combination of a passion for what we do, a desire to innovate and our ambition to define the future of the offshore advice industry, Skybound Wealth Management exists to guide you through the important decisions required today, to ensure you benefit from the freedom of tomorrow. With many years of experience of assisting international workers in Europe and beyond, I am well positioned to provide discretionary wealth management, investment and portfolio management services for expatriates and high net-worth private investors. Some of the areas I specialise in:Retirement PlanningPension Transfers and ReviewsOffshore Tax-Efficient SavingsLump Sum InvestingAsset & Portfolio ManagementTax & Trust PlanningLife and Critical Illness CoverChildren's Education Fee Planning -
International Financial AdviserBlacktower Financial Management (International) Limited Dec 2018 - Oct 2022The Hague Area, Netherlands -
Senior Financial AdvisorAam Advisory Pte Ltd Jun 2016 - Oct 2018SingaporeAAM Advisory is a wholly owned subsidiary of the Old Mutual Group. Old Mutual is an international investment, savings, insurance, and banking group. Established in 1845, it had more than 16 million customers and £303.8 billion assets under management as at 31 December 2015. It is listed on the London Stock Exchange and is a constituent of the FTSE 100 Index.We adopt a holistic approach to financial planning as every individual presents a different set of short, medium and long-term goals. Our aim is to provide clients with professional, competent and reliable advice that they will always fully understand.
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Director And Country ManagerGps - Global Portfolio Strategies Apr 2014 - May 2016VietnamSpearheaded the company's expansion into Vietnam, providing a wide range of services (property, wealth management & insurance) to clients based in SE Asia and beyond.
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Director And Co-FounderGps - Global Portfolio Strategies Mar 2011 - May 2016IndonesiaOur team of financial consultants provide expert and impartial advice to expatriate clients working worldwide. We are committed to deliver professional, impartial and independent advice to each of our clients to ensure that we help them meet their financial objectives.Solutions for Individuals:Asset Protection Alternative Investments Australian Superannuation Education Fees Planning International Banking Medical Insurance Mortgages Pension Transfers Portfolio Management Property Investments Retirement Planning TrustsFor Corporations:Employee Benefit Insurance Key Employee Protection Group Pension Schemes
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Senior AdvisorProfessional Portfolio International Ltd Mar 2009 - Mar 2011Greater Jakarta Area, IndonesiaFounding member of PPI Indonesia. As a Senior Adviser in the offshore industry I provided advice to international investors based in SE Asia.
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Senior AdviserFinancial Partners Apr 2006 - Mar 2009Greater Jakarta Area, IndonesiaRegulated in Hong Kong, the role involved advising clients on wealth management, private banking, insurance and property.
Kris Patni Skills
Kris Patni Education Details
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Computer Science
Frequently Asked Questions about Kris Patni
What company does Kris Patni work for?
Kris Patni works for Lawsons Wealth
What is Kris Patni's role at the current company?
Kris Patni's current role is International Financial Adviser - 20 years industry experience.
What is Kris Patni's email address?
Kris Patni's email address is kr****@****ers.biz
What schools did Kris Patni attend?
Kris Patni attended King's College London, U. Of London.
What are some of Kris Patni's interests?
Kris Patni has interest in Civil Rights And Social Action, Politics, Science And Technology, Disaster And Humanitarian Relief, Health.
What skills is Kris Patni known for?
Kris Patni has skills like Alternative Investments, Finance, Financial Advisory, Financial Services, Insurance, Wealth Management, Banking, Pensions, Retirement, Investment Management, Risk Management, Financial Markets.
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