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About Me

I work quietly with international individuals and families — successful entrepreneurs, creatives, corporate executives, and households whose affairs stretch across multiple time zones and as many tax codes. The work is part capital, part architecture, part counsel.

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Shanghai, Bangkok and London-based fiduciary adviser; founder of Renascence Capital and Renascence USA; award-winning graduate of the London School of Economics; U.S.-licensed investment adviser.

Overseeing in excess of $100 million in client assets and guiding exceptional people through the complexities of wealth, succession and legacy. My practice is private by design. I take on a small number of relationships each year and keep them, for the long-term.

Outside of professional life, an avid traveller, lifelong student of Chinese political economy and history, lover of literature and art, and father to a Shiba Inu named Doughnut.

Some Professional Credentials

  • Society of Trust and Estate Practitioners (STEP): Level 6 Advanced Certificate in Cross-Border Estates
  • Chartered Institute for Securities and Investment (CISI): Level 4 International Certificate in Advanced Wealth Management and Financial Advice
  • North American Securities Administrators Association (NASAA): Uniform Investment Adviser Law Examination (Series 65)

Some Education

  • London School of Economics and Political Science: MSc China in Comparative Perspective (winner of the Departmental Prize for Excellent Performance)
  • Loughborough University: BA Politics and Mandarin Chinese

Languages: English and Mandarin Chinese.

What I do now

  • Renascence Capital: an independent, fee-only advisory firm founded in Shanghai in 2018, serving entrepreneurs, executives and multigenerational families across Asia.
  • Renascence USA: the same practice for families with U.S. ties and Americans abroad.
  • The Renascence Review: a letter on private wealth and other musings. Sent infrequently. Kept short.

Working with me

Conversations begin by introduction, or by letter. If our paths have not crossed, a brief note about who you are and what brought you here is the most reliable way to reach me. I read everything; I reply to what I can.

Client references are available on request.

Write to me through the contact page.