1. ROB HOUGH
ASSOCIATE

2. Our clients around the world…

3. About Me
 Rob Hough, UK
 Associate
 University of Sheffield, BA (Hons)
 CII Award in Financial Planning
 Been in China since 2008
 Clients from 19 different countries

4. About our company
 We are a British-owned financial planning and
wealth management company dating back to the
late ‘70s, expanding internationally in 1994
 Our working principles are: trust, professionalism
and partnership
 We have become the largest IFA in China to
benefit expatriates around the world
 We have approximately US$750 Million of
institutional contracts under management
 We maintain full legal recognition in all areas of
the world in which we operate

5. Our Offices
Shanghai Beijing
Vietnam Thailand Indonesia

6. Shanghai Office
Austen Morris Associates, Head Office Asia Pacific, Shanghai

7. Offshore Centres
Protection
Security
Stability
Confidentiality
Professionalism
Tax efficiency
Access to the global markets

8. A few of our partners

9. Client Servicing
AMA Client Service Agreement
“
Monthly Performance Reports
. . . the most “
Regular Investment Reviews fundamental part of our
business model:
Continual Portfolio Management
Monthly Updates
service.
Detailed Quarterly Analysis
Weekly Newsletters

10. Online Access
 24/7 access
 Daily valuations
 Easy to use interface
 Graphical fund performance
 Stop/loss alerts
 All assets on one system
 Portfolio recommendations
 Regular reviews
 Easy information flow

11. Process from today
 Introduction
 Establish your objectives
 Research & Recommendations
 3-6 weeks to set up account
 Investment documents received
 Management & on-going service

12. Questions

13. Rob Hough
Associate
Austen Morris Associates
19/F Guangdong Bank Development Tower
555 Xu Jia Hui Road
Shanghai 200023
Tel: 021-63901233
Mob: 13701704573
Email: rob.h@austenmorris.com