TTF Hong Kong Ambasadors
Director of Wealth Management,
Simon Parfitt is the Director of Wealth Management with Pyrmont Wealth Management, a fee-based financial planning firm based in Hong Kong.
Pyrmont are dual licensed by the Hong Kong Confederation of Insurance Brokers and the HK Securities and Futures Commission with whom they hold Type 4 (Advising on Securities) and Type 9 (Asset Management) licenses.
Simon has over 10 years of experience helping Private Clients with Life Centred Financial Planning and he is an advocate of fee-based financial planning, behavioural finance and evidence based investment management.
Simon is a regular media contributor and panellist on Financial Planning matters in Hong Kong.
Managing Director, Private Capital
Rick is the Managing Director and Responsible Officer of Private Capital Limited (PCL), a Hong Kong based fiduciary Wealth Management and Financial Planning firm.
Incorporated in 1998 Private Capital is licensed by the Securities and Futures Commission (SFC) to provide Type 4 (Advising on Securities) and Type 9 (Asset Management) regulated activities in Hong Kong.
Rick was Chief Executive from 1998 to April 2019 of the Group Medical Insurance and Protection Planning arm of Private Capital, regulated by the Hong Kong Confederation of Insurance Brokers. Rick is a member of the Hong Kong Securities Institute (HKSI) and was a board member appointed by the Securities and Futures Commission (SFC).
In the UK, Rick is member of both the Chartered Insurance Institute (CII) and the Chartered Institute of Securities and Investment (CISI) and holds the CISI Financial Planning and Advice Diploma (QCF Level 4).