Our people
Jarl Smidt-Olsen
Chartered Financial Analyst
Introducing Jarl
I spent 20 years in capital markets investment banking before moving into fintech and angel investing. Over time, I took on CFO responsibilities across several portfolio companies, which naturally steered me toward financial planning.
My approach is cautious by nature; I like to look closely at the risks and help clients consider the full picture before making big decisions. I enjoy being a sounding board, especially when the stakes are high or the path ahead isn’t clear. For me, good planning means asking the right questions, not just following the crowd.
Outside work, I’m usually with my family – hiking, swimming, or playing tennis in India. At Christmas, you’ll find me snowboarding in Japan with my boys.
What our clients say
Howard Clark-Burton
Chief Executive Officer
James Ramsey
Chief Strategy Officer
Ian Marsh
Chief Investment Officer
Jeanette Goatham Swain
Chartered Financial Planner and Chief Technical Officer
Jahmaine A. Reimann
Executive Wealth Manager
Anita Caswell Ng
Wealth Manager
Nicholas Bannerman
Executive Wealth Manager
David Blumsom
Financial Planner
Tammy Kwok
Operations Manager
Chloe Chan
Executive Assistant
Useful resources
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