George Adkinson

Client Communications

George Adkinson

Client Communications

At work

George is responsible for the Marketing and Client Communications at Private Capital. George gained has his SFC Licence in December 2023and has recently obtained his Diploma in Investment Advice through CISI in the UK. This is the minimum level needed to give financial advice if he were to be practicing in the UK.

Beginning his career as a summer intern in 2018, George completed various months of internships in Hong Kong in different industries before commencing the role he currently occupies in April 2021.

George is beginning his career as a front advisor and also helping the other Private Capital advisers with back-of-the-office work, including cashflows, generating reports, whilst overseeing the efficient use of client communication across all clients.

At home

George focuses on keeping active by playing sports such as football and cricket on the weekend. During the week, George enjoys watching various live sports, tv shows or going to the gym.

 

Qualifications

Qualifications:

  • Ordinary Member of Hong Kong Securities and Investment Institute (M12595)
  • Ordinary Member of Chartered Institute for Securities and Investment (301253)
  • CISI - Diploma in Investment Advice (Financial Planning & Advice)
  • HKSI Practising Certificate – Securities
  • HKSI Practising Certificate – Asset Management
  • CISI - Qualification in Paraplanning (Level 4)
  • CISI - Award for Introduction to Investment (Level 3)
  • The Mandatory Provident Fund Schemes Examination
  • IIQE - General & Long Term Business (including Linked Long Term Business)
  • Spotlight questions

    Where can we find you on an ideal weekend?

    Long hike then a couple hours on the beach or on the football pitch

    What’s your favourite holiday destination?

    Český Krumlov

    What’s your favourite song to sing along to in the car?

    500 Miles - Proclaimers

    What was the first CD you ever bought?

    I got 4th place at my school dance and won 'NOW The hits of summer 2012'

    When the dessert menu arrives, what are you looking for?

    Banoffee Pie

    What’s the one thing you’d like to do before you die?

    Plan and complete a journey from Europe to Asia - No flying