About
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.
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 Jo
CEO and Founder
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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
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2010 to 2020, Managing Director and Executive Officer at CA Indosuez Hong Kong and responsible managing more than USD 1.5 Billion AUM for global ultra high net worth as Team head of HK Team 3.
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2005-2010 Senior Director at Deutsche Bank Private Bank Hong Kong.
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Formerly worked as the head of the Korean desk in major Investment Banks, Barclays Capital HK, UBS HK and Dresdner Bank, Singapore, handling sales and trading of FX derivatives, capital market products and structured products
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Graduated from Sogang University (BA in Business & Marketing) and Southern Illinois University Carbondale (MBA)
Daniel YK Kim
Senior Managing Director
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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
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Formerly, Managing Director & Office Head of Korea Investment & Securities Asia
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Formerly, Managing Director & Office Head of NH (Woori) Invesment & Securities Hong Kong
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Formerly, Head of Institutional Sales with Fidelity Investments Korea Limited
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Formerly, Equity Analyst and Head of Institutional Sales with JPMorgan (Jardine Fleming) Securities Korea
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Graduated from Korea University (Undergraduate & MBA)
Knowledge of the Institutional Marketplace
Experienced In Dealing with Clients In Asia Pacific
Carol Lee
Director
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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.
Positioned to Target Fast-Expanding
And Hard-To-Access Markets
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.
Professional & Experienced team members
We are proud that our individual Olympus team members have significant experience in investment advisory for the long term stable growth investment products to investors in the region.
Our highly qualified team members and over extensive knowledge allows us to source and advise the right investment opportunities for our investors.
Let's Connect
Unit 05, 6/F,
Printing House
6 Duddell Street
Central, Hong Kong
Address
Phone
+852 3643 0078