Gregory started his career in the finance industry with the Equities Research team at CLSA before focusing on Private Wealth Management. Devoting the next decade to UBS and Morgan Stanley, he served high net-worth clients including C-suite executives, business owners, other senior bankers, fund managers and their families. He is experienced in strategic asset allocation and redeployment, delivering consistent and tailored wealth management solutions to clients.
Gregory is a Swiss Certified Wealth Management Advisor. He graduated from the London School of Economics with a BSc Economics degree and obtained an MBA with Distinction from the University of Hong Kong.