Moretti & Associates names Jason Zhou as Global Head of Asset Management
03/10/2019

Moretti & Associates today announced that Jason Zhou will join the firm as Global Head of Asset Management and will be based at the Firm's Taipei office.

Online PR News – 10-March-2019 – HONG KONG/CENTRAL DISTRICT – In his new position, Mr. Zhou will lead Moretti & Associates' Asset Management Group worldwide, working closely with senior management and will report to the Executive Office and the firm's Management Committee.

Moretti & Associates' Executive Vice President, Mr. Stanley Yeung commented on Jason Zhou's appointment saying "Jason brings tremendous experience and judgment to the firm's senior management team. Just as important, Jason shares our commitment to meeting both the increasingly complex demands and requirements of our clients' around the world and our own high standards of conduct and ethics here at Moretti & Associates."

Moretti & Associates' new Global Head of Asset Management, Mr. Jason Zhou joins Moretti & Associates from Taipei based Cathay United Bank, where he was Head of Asset Management since 2013.

Established in 2009 in Hong Kong, Moretti & Associates was founded by Mr. Antonio Moretti with a desire to gain a foothold in the Asian market. Beginning as a local investment firm offering individuals analysis of market trends and potential opportunities, Moretti & Associates developed innovative and robust wealth-creation strategies, laying the foundation for future success.

After the retirement of our Founder Mr. Antonio Moretti in 2012, the company has continued to strive to be at the forefront of all that we do. Since Mr. Moretti's retirement, Chief Executive Officer, Mr. Alistair Healy and Executive Vice President, Mr. Stanley Yeung have applied their considerable experience to our already dedicated team to ensure the legacy left behind by Mr. Moretti lives strong to this very day.

Although initially only able to employ a handful of employees which restricted their ability to service many clients, this allowed Moretti & Associates' founders to cultivate client-centred financial investment plans meticulously specified to their requirements, whilst also delivering a collaborative relationship built on trust and transparency. As the firm went from strength to strength, eventually winning national recognition for identifying prospective market opportunities and, importantly, developing a personalised relationship with clients, demand for Moretti & Associates' services increased.

Moretti & Associates has always taken great pride in providing every client with a professional and personal service in areas such as wealth management and diversification, financial consulting and portfolio building. With dedicated personal advisors highly experienced in market investments, whatever your ambitions, allow us to help you realise your financial potential.