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Mike Perris Email & Phone Number

Director of Bangkok Office - Winson Capital | Leading Wealth Management Firm | Empowering Expats to Achieve Financial Dreams | Innovative Strategies | Client-Centered Approach | Passionate About Helping Others Succeed at Winson Capital
Location: Bangkok, Bangkok City, Thailand 4 work roles 2 schools
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Director of Bangkok Office - Winson Capital | Leading Wealth Management Firm | Empowering Expats to Achieve Financial Dreams | Innovative Strategies | Client-Centered Approach | Passionate About Helping Others Succeed
Location
Bangkok, Bangkok City, Thailand
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Mike Perris is listed as Director of Bangkok Office - Winson Capital | Leading Wealth Management Firm | Empowering Expats to Achieve Financial Dreams | Innovative Strategies | Client-Centered Approach | Passionate About Helping Others Succeed at Winson Capital, a with 18 employees, based in Bangkok, Bangkok City, Thailand. AeroLeads shows a matched LinkedIn profile for Mike Perris.

Mike Perris previously worked as Director at Winson Capital and Senior Wealth Manager at Winson Capital. Mike Perris holds Bachelor'S Degree (Bolton Institute Of Higher Education), Business Studies, 2:1 from The University Of Bolton.

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Winson Capital

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About Mike Perris

A highly experienced financial wealth advisor with a focus on serving expat and high net worth clients in Asia. With decades of work experience and a strong track record, I have helped numerous individuals achieve financial security for themselves and their loved ones.My expertise lies in providing comprehensive financial planning and tailored advice to meet the unique needs of my clients. From health insurance and life insurance to critical illness coverage and savings plans, I offer goal-oriented solutions that are tax-efficient and flexible to ensure maximum benefits.Having worked with hundreds of clients, I have successfully helped them save, invest, and reach their financial goals. I pride myself on my ability to tip the scales of probabilities in their favor, no matter the size of their financial journey.Prior to my role as a financial advisor, I spent 22 years at ALDI, where I honed my customer service skills and developed a talent for managing difficult situations and people. As a highly motivated individual with vast experience in task, people and motivated management skills I consistently delivered operational excellence. This experience, combined with my nearly 10 years as a financial advisor in Asia and my current position as the Director of our Bangkok office, has equipped me with a deep understanding of the region's financial landscape.If you are interested in starting or enhancing your financial journey, I am here to provide expert guidance and help you navigate the path to financial success. Let's connect and discuss how I can assist you in achieving your financial goals.In my free time, I ride approximately 200 miles per week on my road bike and enjoy taking my RIB boat out to sea weather permitting.

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Mike Perris's current company

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Winson Capital
Winson Capital
Director of Bangkok Office - Winson Capital | Leading Wealth Management Firm | Empowering Expats to Achieve Financial Dreams | Innovative Strategies | Client-Centered Approach | Passionate About Helping Others Succeed
central, central and western district, hong kong
Employees
18
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4 roles

Mike Perris work experience

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Director

Current

Bangkok City, Thailand

Winson Capital is a pioneering Financial services organization that aims to provide unique wealth building services to a range of clientele. Established in 1966, Oscar Winson is one of the oldest of such firms in Hong Kong and has witnessed first-hand Hong Kong's evolution into a vital financial center of the world.At Winson Capital, we provide a range of different services coupled with efficient and timely customer service. Our services are based on meeting the needs of our clients utilising the most effective methods available to provide such a service. In a 24/7 world, with financial markets located in different time zones, administration and Information systems are critical to the delivery of financial services and Oscar Winson has adapted to be able to provide a world class service to it's world wide clients.We help our clients in the following areas:•Asset and Wealth Management•Regular Savings Plans•Education Fee Planning•Pension transfers•Capital Sum Investments•Property Investment•Retirement Planning•Inheritance Tax and Estate Planning•Life Insurance•Critical Illness/Disability insurance•Medical Insurance•A wide range of Business Insurances•A wide range of General InsurancesIf you are interested in finding our more about any of the above services, please contact me and I shall be happy to help.

Oct 2022 - Present

Senior Wealth Manager

Shanghai, China

Sep 2015 - Sep 2022

Wealth Advisor

Shanghai City, China

I specialise in assisting expat clients in Asia to achieve their financial goals and long-term financial security. By providing tailored guidance and comprehensive financial planning, I help my clients navigate the opportunities and challenges they may encounter along their financial journey.

Sep 2014 - Sep 2015

Retail Manager

St Austell

Overseeing the day to day running of the business responsible for all aspects growing of turnover and minimizing costs through stringent labour costs managing 60 employees

Feb 1992 - Apr 2014
Team & coworkers

Colleagues at Winson Capital

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2 education records

Mike Perris education

FAQ

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What company does Mike Perris work for?

Mike Perris works for Winson Capital.

What is Mike Perris's role at Winson Capital?

Mike Perris is listed as Director of Bangkok Office - Winson Capital | Leading Wealth Management Firm | Empowering Expats to Achieve Financial Dreams | Innovative Strategies | Client-Centered Approach | Passionate About Helping Others Succeed at Winson Capital.

Where is Mike Perris based?

Mike Perris is based in Bangkok, Bangkok City, Thailand while working with Winson Capital.

What companies has Mike Perris worked for?

Mike Perris has worked for Winson Capital, Devere Group, and Aldi Uk.

Who are Mike Perris's colleagues at Winson Capital?

Mike Perris's colleagues at Winson Capital include Frank Whitty, Demileigh Mckenna, Susan Ngo, Daniel Couzens, and Stan Crienen.

How can I contact Mike Perris?

You can use AeroLeads to view verified contact signals for Mike Perris at Winson Capital, including work email, phone, and LinkedIn data when available.

What schools did Mike Perris attend?

Mike Perris holds Bachelor'S Degree (Bolton Institute Of Higher Education), Business Studies, 2:1 from The University Of Bolton.

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