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.
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.
Write to me through the contact page.