Austen Morris Associates
上海奥茂咨询有限公司

Tel Tel: 021-6390 1233
Address Address: 19F, Guangdong Development Bank, 555 Xujiahui Lu (near Luban Lu), Huangpu District, Shanghai
上海市黄浦区徐家汇路555号广东发展银行大厦19楼
Email Email: enquiries@austenmorris.com
Website Website: http://www.austenmorris.com/
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Business Overview

Over the past year Austen Morris Associates has been giving, growing, expanding, and creating the most innovative programs to improve the sustainability and client service experience. We believe that as we expand and grow, we must grow together with our community and the more clients and members of our company the more we can do for our community.


One of our main priorities this year was to get involved in our local and international community through specific charitable projects. From Charity Golf Tournaments to organizing the biggest Charity Culinary event China all of our associates and staff have concentrated on giving back.  We estimate to have provided three heart surgeries for babies with congenial heart complications, provided 65 children with warm clothes for winter, helped rescue efforts for those affected by the earthquake in Japan, sent one student to America for the international spelling bee competition, donated funding for educational training for teachers of migrant schools and children whose family have been affected by HIV Aids and helped promote awareness for Breast Cancer.


For our company to grow and expand in the right direction it has been important to us to recruit new qualified financial advisors.  Our focus has been recruiting qualified advisors directly from the UK.  We have found motivated Associates who are interested in joining our team for training in Shanghai and joining a career path which will support their drive to be successful in helping international clients with retirement and educational savings.  As our team grows we have also expanded our offices to Southeast Asia including opening offices in Jakarta, Ho Chi Mihn City and Bangkok.  These new markets open new opportunities for us to provide professional services to expatriates living and working overseas.


As we grow, we have also had the pleasure to promote from within our organization.  We have promoted Partner Mr. Jon Holand and Senior Partner Mr. Wade Dawson to roles as Business Development Managers training and leading a new team to success.


As our company grows, our client base grows and there are more technology-based services to support a scale (what? Support a scale?). We can now improve our investments by having access to our wealth online through our Wealth Management Service. This bespoke service allows clients to easily and efficiently approve changes keeping your investments in the most profitable funds based on your risk profile.


We have also looked at the challenges in our industry.  As the leader in International Private Wealth Management, we have taken the lead by creating a Business Standards Committee whose role is to reinforce the company’s client focus, to improve upon the manifest of our activities, and to promote high standards of ethical conduct among management and members of staff. We believe the recommendations of the Committee will strengthen the firm’s culture in an increasingly complex environment.


We look forward to continuing to grow our client base by advancements in the community and our industry.


This successful year is a result of the hard work and dedication shown by all Austen Morris Associates employees and the support given to them by their partners, with that in mind we hope that you have a fantastic time at the Austen Morris Christmas vacation.