Who we are

Robert has over 20 years of financial industry experience in building global operations and financial platforms. He spent more than 3 years at Redwood Peak as Partner & COO. Prior to Redwood Peak, Robert spent 10 years at Barclays across London, New York, Singapore, Shanghai and Hong Kong developing their multi-asset Prime Services and Risk Management platform.

With deep-rooted expertise across offshore and midshore regulatory and investment landscapes, Marianne has spent over two decades crafting bespoke solutions for her clients. Having held executive roles at HSBC Private Bank and later co-founding several regulated financial entities, she offers an unparalleled blend of compliance rigour and entrepreneurial insight.

A trusted name in the industry, Robert brings a wealth of expertise across cross-border regulatory matters, wealth and succession planning, risk management, and bespoke investment structures. His experience at J.P. Morgan Private Bank, UBS, and Bloomberg L.P. is a testament to his ability to navigate complexity with clarity.

Angie has over 15 years of experience in financial products trading and investment advisory. She was previously Co-Chief Executive Officer and Head of Investment Solutions for AMTD and was responsible for overall management, strategic planning, business development, and investment solutions. Angie worked for other leading institutions including Polaris Securities and ISM Media.