Tom Rogerson

Financial Planner

Tom Rogerson

Financial Planner

At work

Tom joined Private Capital in 2017. He has over eight years of experience as a financial planner working with high net worth expat families based in Hong Kong.

Tom takes great pride in building long-term relationships with a varied demographic of clients to help them plan for and ultimately achieve their goals.

As well as being a member of the Chartered Insurance Institute, holding the UK RQF Level 4 Diploma in Regulated Financial Planning, Tom is an associate member of STEP (Society for Trust and Estate Planning), having completed the Advanced Certificate in UK Tax for International Clients. Additionally, he is a member of the Hong Kong Securities and Investment Institute and is a Licensed Representative (CE Ref. BLN469) for our Type 4 and 9 Securities and Futures Commission (SFC) licenses.

At home

Originally from just outside of Chester in the UK, Tom studied Mechanical Engineering at the University of Manchester. He continued to live in the city for the first five years of his working life before moving to Hong Kong in 2012.

Tom enjoys watching and participating in sports (he’s a self-confessed golf addict), trying out Hong Kong’s never-ending supply of new restaurants with friends, as well as travelling, reading and being outdoors.

In his spare time, Tom can usually be found out and about keeping active and fit by playing sports, hiking and doing yoga. He also enjoys cooking and, more importantly, eating!

Qualifications

Qualifications:

  • Certified Financial Planner ®
  • CII Diploma in Regulated Financial Planning (DipPFS) UK Benchmark Level 4
  • HKSI Practising Certificate (Asset Management)
  • HKSI Practising Certificate (Securities)
  • Insurance Intermediaries Qualifying Examinations Papers I, II & V
  • Society of Trust & Estate Practitioners Advanced Certificate in UK Tax for International Clients
  • Spotlight questions

    Where can we find you on an ideal weekend?

    Saturday morning on the golf course, followed by a few cold beers and dinner with friends in the evening. A relaxed Sunday morning cooking or going out for breakfast, followed by a long hike and a warm sunset dinner.

    What makes you laugh?

    The Office.

    What’s your favourite holiday destination?

    Skiing in the Alps or golfing anywhere in the sun!

    Who would you most like to have round for dinner?

    My Grandfather who I never got the opportunity to meet, or for very different and unrelated reasons, Adolf Hitler.

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

    Power ballads!

    What was the first album you ever bought?

    I’m not 100% certain, but ashamedly I think the first album I bought was Craig David, Born To Do It. Even worse, the first single was Shaggy’s 1999 classic, It Wasn’t Me…

    What’s your pet peeve?

    Not so much a problem in Hong Kong, but people hogging the middle lane on UK motorways! I guess similar to the slow walkers of Hong Kong streets.

    If you could turn any activity into an Olympic sport, what would you win gold for?

    Cheese eating.

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

    Sticky toffee pudding.

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

    Skydive.