We specialise in developing and delivering personalised wealth management strategies that reflect your values and meet your individual needs.
Our leadership team share a wealth of experience in financial services and a deep knowledge of financial markets.
Director
Chris established and managed a range of businesses before moving into capital markets and financial services. His background has afforded him a deep understanding of employee benefits, pension plans and corporate structuring. His expertise lies in global financial markets, asset management and tax-efficient investments.
“For me, it’s all about providing exceptional service and maintaining active communications with clients, fostering long-term partnerships.”
Nationality: British
Education
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Director
Reuben began his career in financial services with a range of commercial banking and consulting roles in the Asia-Pacific region, before moving into institutional derivative sales. He held roles in AML/CTF investigation at Westpac Banking Corporation (Australia), Tax Accounting at Deloitte Touche Tohmatsu (Australia) and a range of roles in developed derivatives markets (Australia, Malaysia, United Kingdom). His expertise lies in prime brokerage, corporate structuring, specialised derivatives and complex wealth structures.
“I’m passionate about purpose driven innovation, an entrepreneurial mindset and market transformation delivering superior customer service and value."
Education
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Head of Private Wealth
Mark has a wealth of experience in financial services, with roles at Hartford Life (UK), MetLife (UK), Zurich (UK) and AXA Europe and Utmost Worldwide (Singapore). He specialises in high-net-worth estate planning.
“I believe in driving a performance-led, outcome-orientated culture throughout the business to ensure we’re consistently meeting and exceeding our clients’ needs."
Education
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Partner
K.R. Raju brings over 35 years of experience in financial planning, holding the Chartered Financial Consultant (ChFC) qualification from The American College and the Certified Financial Planner (CFP) designation.
Throughout his career, Raju has engaged closely with leading financial practitioners in Australia, gaining insights that have informed his perspective on the evolution of the financial services industry within ASEAN. He recognises the growing importance of technology-enhanced, competent advice in shaping the future of the sector.
Raju has also contributed to the industry's development as the president of the Malaysian Financial Planners & Advisers Association, sharing his knowledge through various speaking engagements and publications.
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Compliance Director
Maria began her career in financial services with roles in administration, human resources and business development at various Malaysian firms before joining Melbourne Capital Group in 2008. She has over 18 years of experience across multiple areas including operation, account and finance, compliance and human resources. As Compliance Director, Maria is responsible for overseeing and monitoring all departments, with a particular focus on compliance matters.
“Compliance is a critical function in any financial services business."
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Hailing from diverse backgrounds, our team of Private Wealth Managers are united by their proven experience and expertise in navigating financial markets. They also share a commitment to conducting themselves with utmost professionalism and integrity, while remaining approachable and contactable.
“Our Private Wealth Managers look to build long-term relationships with their clients, working tirelessly to help them achieve their changing financial goals.”
- Mark Owens, Head of Private Wealth
As a wholly independent and privately owned company, we are not tethered or restricted to offering niche financial solutions. We are free to explore the market in its entirety to seek the very best opportunities for you.
Our strategies look to the long-term as we seek to grow your wealth responsibly and sustainably, adequately diversifying your portfolio and structuring it in secure jurisdictions.
We actively look for opportunities that make a difference, building ESG criteria as standard into our wealth management strategies.
Learn moreHolding assets across jurisdictions is a good way to both diversify your portfolio and add value, but there are inherent tax and legal complexities that arise when you do so.
If you hold assets internationally, are an expat, digital nomad or travel frequently for work, we can develop and deliver an end-to-end wealth management strategy to help grow and protect your wealth, while navigating domestic tax obligations and avoiding legal pitfalls.
We believe wealth should be used as a tool to bring about positive change. As such, we integrate ESG criteria and risk considerations into our financial strategies as a standard practice and proactively seek investment opportunities that make a difference.
Aware that real change requires collaboration between all stakeholders, we seek to build partnerships and foster relationships between NGOs, government and the wider financial community.
We also support various charities and community initiatives by donating, volunteering, fundraising and hosting events.
Melbourne Capital Group Advisory (ABN 73 145 207 530) holds an Australian Financial Services licence number 382724 which permits it to conduct financial services business in Australia.
Melbourne Capital Group Sdn Bhd (Formerly known as Blueprint Planning Sdn Bhd) is licensed by Securities Commission Malaysia. Licence No. CMSL/A0254/2009.
Melbourne Capital Group Ltd is authorised and regulated by the Labuan Financial Services Authority (LFSA) as an Insurance Broker with Licence Number BS2021140.