Austen Morris Associates
Austen Morris Associates's Overview
Austen Morris Associates is an international financial planning and wealth management company established in 1994. With over 25 years of experience, they specialize in providing expert financial advice, investment solutions, and tailored wealth management strategies to expatriates and international investors globally. The firm prides itself on its client-centric approach, offering personalized services that include retirement planning, education fee planning, and insurance solutions.
Where is Austen Morris Associates's Headquarters?
HQ Function
Serves as the company's strategic headquarters for Asia-Pacific operations, overseeing client wealth management, financial planning services, and regional business development.
Notable Features:
Located in the prestigious Shanghai Central Tower, one of the world's tallest skyscrapers, offering state-of-the-art facilities and panoramic views of the city's financial district.
Work Culture:
Characterized by a professional, client-centric, and results-driven environment. It fosters an international atmosphere that values expertise, ethical financial advisory, and continuous learning to navigate the dynamic global financial landscape.
HQ Significance:
Its location in Shanghai, a key global financial hub, provides Austen Morris Associates with direct access to Asian markets and a diverse international high-net-worth client base, reinforcing its global reach and commitment to serving expatriates.
Values Reflected in HQ: The headquarters' location and design reflect the company's values of prestige, global connectivity, commitment to excellence, client focus, and a forward-looking approach to financial services.
Location:
Austen Morris Associates supports a range of functions globally, primarily focused on comprehensive financial advisory and wealth management. This includes personalized investment strategies, retirement planning, education fee planning, QROPS and SIPP advice, life and critical illness insurance, and offshore banking solutions. These services are delivered through a network of offices and advisers across Asia, Africa, and Europe, supported by a global support center.
Street Address:
Suite 1503, Shanghai Central Tower, 501 Yincheng Middle Road, Pudong
City:
Shanghai
State/Province:
Shanghai
Country:
China
Austen Morris Associates's Global Presence
Johannesburg, Gauteng, South Africa
Address: Illovo Edge Phase 3, Ground Floor Building 2, 11 Harries Road, Illovo, Johannesburg 2196, South Africa
Supports African operations and serves as the backbone for global back-office functions, enhancing efficiency and client service capabilities across the group.
Beijing, China
Address: China World Office 1, Level 21, No.1 Jianguomenwai Ave, Chaoyang District, Beijing, China 100004
Caters to the specific financial needs of the international community and affluent local clients in China's capital and surrounding regions.
Manila, Metro Manila, Philippines
Address: Level 10-1 One Global Place, 25th Street & 5th Avenue, Bonifacio Global City, Taguig City 1634, Philippines
Serves the expanding financial advisory market in the Philippines, leveraging the economic growth and increasing demand for sophisticated financial services in Southeast Asia.
Bangkok, Thailand
Address: Unit 2301, 23rd Floor, M Thai Tower, All Seasons Place, 87 Wireless Road, Lumpini, Phatumwan, Bangkok 10330, Thailand
Addresses the financial planning needs of expatriates and local clients in Thailand's dynamic market.
Buying Intent Signals for Austen Morris Associates
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Executive Team of Austen Morris Associates
As of April 2025, Austen Morris Associates' leadership includes:
Investors of Austen Morris Associates
Austen Morris Associates has been backed by several prominent investors over the years, including:
Executive New Hires/Exits in the Last 12 Months
No major public announcements regarding executive hires or exits at the senior partner level have been identified for Austen Morris Associates in the last 12 months. The company's leadership team appears stable with long-serving partners.
Technology (Tech Stack) used by Austen Morris Associates
Discover the tools Austen Morris Associates uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
Austen Morris Associates Email Formats and Examples
Austen Morris Associates commonly uses the email format combining the first initial of an employee's name followed by their last name. Other formats might exist within the organization, but this is a frequently observed pattern.
[firstinitial][last]@austenmorris.com
Format
gmorris@austenmorris.com
Example
75%
Success rate
News and media
Austen Morris Associates Official Website • June 7, 2024
Austen Morris Associates Publishes In-Depth Guide on QROPS for UK Expats
Austen Morris Associates released an informative guide detailing Qualifying Recognised Overseas Pension Schemes (QROPS). The article aims to assist UK expatriates in understanding their pension transfer options and managing their retirement savings effectively while living abroad, covering benefits, considerations, and eligibility criteria....more
Austen Morris Associates Official Website • May 20, 2024
Austen Morris Associates Discusses the Rise of Sustainable Investing
Austen Morris Associates published insights on the growing trend of sustainable investing. The piece explores how investors can align their financial portfolios with their personal values by considering environmental, social, and governance (ESG) factors, and the potential impact on investment returns....more
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