Liberty Stone Financial's Private Wealth Management And Global Markets Divisions Join Forces To Expand FX Trade Platform Sales Coverage

Liberty Stone Financial today announced it will be offering high net worth clients unparalleled access to foreign exchange markets by combining the expertise of its Global Markets FX and Private Wealth Management businesses. End Quote

(1888PressRelease) February 06, 2014 - Building on the extensive range of FX products and services Private Wealth Management currently provides its clients, Liberty Stone Financial's Global Markets is establishing a specialist private clients FX team alongside the existing institutional and corporate FX sales teams. This new global initiative will combine the award winning FX knowledge of Global Markets with the relationship management capabilities of Private Wealth Management, to deliver FX coverage to high net worth individuals who require institutional-like coverage consistent with their size and sophistication.

Heading up this initiative is Nicky Lehmann who joined Liberty Stone Financial two years ago from a Commodities firm in Sydney, where he was Head of Corporate and Institutional Clients for Asia Pacific.

Prior to this, Nicky was head of FX distribution for direct access clients in Sydney. He has over a decade of experience in FX markets, having begun his career as an FX trainee at Melbourne based firm. Nicky reports to James O'Connor, Global Head of Foreign Exchange.

Liberty Stone Financial's President and Chief Executive Officer, Mr. Malcolm Stone said, "This joint venture represents an exciting opportunity to boost the service offered to Liberty Stone Financial's high net worth clients within the FX space. Our foreign exchange business is placed to meet the complex needs of sophisticated private clients with a full suite of FX products and services."

Mr. Malcolm Stone also commented "Wealthy clients, especially ultra-high net worth individuals are becoming more demanding in terms of investment solutions and increasingly are looking for an institutional level of service. This new initiative with Global Markets complements our existing FX services and will enable our clients to benefit from the expertise of the market leaders in FX."

Liberty Stone Financial is a portfolio management company with roots in Hong Kong dating back to 1972. The company was originally founded as Liberty Financial in February 1972 in Hong Kong to manage primarily stock and bond investments of individuals, corporations, trusts and pension plans.

Liberty Stone Financial's management style revolves around providing a diversified, balanced portfolio, incorporating the individual client's risk budget, to provide the best returns for that client. In July 2010, Liberty Financial merged with Stone Partners, an Investment House specializing in advising private clients from its offices in Hong Kong and Taipei to become Liberty Stone Financial.

At Liberty Stone Financial we firmly believe that when creating client portfolios, risk analysis and budgeting must be a critical element. Each client's appetite for risk is based on their unique situation, their financial goals, their overall time horizon and their ability to assume risk.

This personalized risk budget, our dedicated advisors and research team, are all brought together to provide our clients with an investment process that is just as much art as it is science. Our investment process combines our years of experience and sound business practices, coupled with the identification of patterns and market trends and balanced against our clients' objectives and risk tolerances.

Liberty Stone Financial customizes and distinctly manages each of our client's portfolios. Equity investments are not co-mingled. All new clients of Liberty Stone Financial go through an in-depth discovery process that helps to define the clients financial objectives, their overall time horizon, investment philosophy and their ability to assume risk. This data is then used to identify and select the securities that best suit the clients' characteristics, with changes to that portfolio being made as a result of the clients changing requirements, the balancing of their risk budget and on Liberty Stone Financial's ability to find undervalued assets.

###

space

Other Related Press Releases