About
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.
Knowledge of the Institutional Marketplace
-
Our partners and sales team have relationships with the largest pension funds and institutional firms globally.
-
Throughout its life, Olympus has maintained significant relationships at senior level with large institutional investors, fund of funds, insurance companies and family offices in APAC.
-
Our extensive knowledge allows us to source the right investment opportunities for our investors.
Experienced In Dealing with Clients In Asia Pacific
-
Individual Olympus team members have significant experience in selling a variety of alternative investment fund products to investors in the region.
-
The team has developed significant momentum and relationships with key Asia-based fund investors such as HK-based family offices and Brunei-based government sponsored investors, etc.
Positioned to Target Fast-Expanding
And Hard-To-Access Markets
-
Risk management through comprehensive analysis combined with long-term experience in these markets enables us to formulate stable investment structures.
-
Rigorous risk management in these fast-expanding markets helps us deliver conservative but above-market returns.
-
Olympus provides access to these markets and their assets in private transaction formats with stable cashflows.
Country Focused Strategies
-
We strive to provide unique marketing strategies based on the target markets.
-
We tailor marketing strategies to reflect the investment. strategies of investors from each region and allocate dedicated resources to our mandates.
The Team
Meet our expert team of financial consultants who work around the clock to deliver personalized solutions that best meet your financial needs. Our team of expert consultants is made up of seasoned professionals with years of experience in the financial industry.
Charles Jo
CEO and Director
-
Over 30 years of experience in the global finance industry covering a range of financial products, including 15 years of experience in wealth management and 16 years in investment banking
-
Formerly, Managing Director at CA Indosuez Hong Kong covering global ultra high net worth individuals with AUMs over USD 300 million for 10 years and Senior Director at Deutsche Bank Private Bank Hong Kong for 5 years
-
Formerly worked as the head of the Korean desk in major Investment Banks such as Barclays HK, UBS HK and CA Indosuez handling sales and trading of FX derivatives, capital market products and structured products
-
Graduated from Sogang University (BA in Business & Marketing) and Southern Illinois University Carbondale (MBA)
Daniel YK Kim
Senior Managing Director
-
Over 30 years of experience in the financial industry as research analyst, equity/mutual fund/alternative investment sales to global institutional investors, and proprietary trading
-
Formerly, Managing Director & Office Head of Korea Investment & Securities Asia
-
Formerly, Managing Director & Office Head of NH (Woori) Invesment & Securities Hong Kong
-
Formerly, Head of Institutional Sales with Fidelity Investments Korea Limited
-
Formerly, Equity Analyst and Head of Institutional Sales with JPMorgan (Jardine Fleming) Securities Korea
-
Graduated from Korea University (Undergraduate & MBA)
Carol Lee
Assistant Manager
-
Ms. Carol Lee is an experienced professional in the field of private banking, with over 6 years expertise gained in European banks. 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. 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.
Let's Connect
Our financial consulting services are tailored to your needs and goals. We provide personalized advice that takes into account your current financial situation and long-term objectives. Our team of experts is dedicated to helping you achieve financial success, offering guidance and support along the way.
Address
Unit 05, 6/F,
Printing House
6 Duddell Street
Central, Hong Kong
Phone
+852 3643 0078