This is a past event. Registration is closed. View other The Irish Chamber of Commerce of Hong Kong events.
Nicholas Jackson (Partner at St. James’s Place Wealth Management)

Nicholas Jackson

Partner at St. James’s Place Wealth Management

Originally from Scotland, Nicholas moved to Hong Kong in 2005 to work in private client wealth management and now 16 years later he continues to work in this area as a Partner with St James’s Place Wealth Management.

Areas of advice:
• Pensions and retirement
• Tax Mitigation Strategies
• Trust & Estate Planning
• Private Client
• Financial Protection (Insurance, Wills, and Trusts)

He holds a CFA Charter from the CFA Institute and is a committee member of the CFA Society of Hong Kong. In his free time, he plays golf, goes hiking, and spends time with his wife and two daughters, aged 6 & 10.

Darragh O’Sullivan (Expat Mortgage Manager at Mortgage123)

Darragh O’Sullivan

Expat Mortgage Manager at Mortgage123

Darragh is a highly experienced Mortgage Broker with over 20 yrs experience in the Irish Mortgage market. In 2015 he set up Mortgage123 which has grown to be one of the largest mortgage brokerages in Ireland.

In 2017, Darragh began to see a large number of inquiries coming in from Irish people living abroad wanting to get mortgage finance to purchase properties back in Ireland and since then he began to specialize himself in this area and devote himself full time to non-res mortgages.

He has dealt with hundreds of Irish Expats all around the globe and gained a vast wealth of knowledge in helping people gain mortgage approval in what can be a difficult process for non-residents in finding information.

Pat Surlis (Financial Broker at IPS Financial Advice)

Pat Surlis

Financial Broker at IPS Financial Advice

Pat is a very experienced and knowledgeable Wealth Manager, with over 30 years experience in various advisory and sales roles in Financial Services.

He prides himself on his professional approach and integrity in his dealings with clients and institutions. Since 2019, Pat has been asked to run information seminars with his colleagues for the Irish expat community worldwide. The webinars have been received extremely well as audiences are provided with valuable information without the sales pitch.