Olympus Partners Asia Limited
Experts
Meet our team of trained professional experts with years of experience in the financial industry. We deliver the best personalized solutions that meet your financial needs. Our approach to financial consulting is centered around you. We take the time to understand your unique goals and objectives,
and develop a customized plan to help you achieve them.
Charles SY Jo - CEO & Founder
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With over 30 years in the global finance industry, I have extensive experience across various financial products, including 15 years in wealth management and 16 years in investment banking. I hold a BA in Business & Marketing from Sogang University and an MBA from Southern Illinois University Carbondale.
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2010-2020: Managing Director and Executive Officer at CA Indosuez Hong Kong, overseeing USD 1.5 billion AUM for ultra high net worth clients as Team Head.
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2005-2010: Senior Director at Deutsche Bank Private Bank Hong Kong.
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Former Korea Desk Head at major investment banks, including Barclays Capital, UBS, and Dresdner Bank, focused on derivatives and structured products.
Daniel YK Kim - Senior Managing Director
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Over 30 years in finance, specializing in research, sales to global institutional investors, and proprietary trading.
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Managing Director & Office Head at Korea Investment & Securities Asia.
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Managing Director & Office Head at NH (Woori) Investment & Securities Hong Kong.
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Head of Institutional Sales at Fidelity Investments Korea.
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Equity Analyst and Head of Institutional Sales at JPMorgan (Jardine Fleming).
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Graduated from Korea University (Undergraduate & MBA).
Carol WY Lee - Director
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Ms. Carol Lee is a great experienced private banking professional in the field of with over 8 years expertise gained in European banks.
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Throughout her career, she has focused on serving high-net-worth clients and trusts. She has comprehensive knowledge of investment strategies, risk management, and compliance practices.
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Carol held position as an Assistant Manager at CA-Indosuez (Switzerland) SA prior she joins Olympus Partners Asia Limited. Carol obtains her Economic & Finance (Hons) degree from The University of Hong Kong.
Why US?
We take pride in our individual Olympus team members as they have various significant experiences in investment advisory and stable growth investment products to investors in the region for decades.
Our highly qualified team members and intelligence in financial areas allows us to source and advise the right investment opportunities for our investors.