About Us

We are a global wealth management firm committed to helping you achieve your financial goals with confidence and clarity. Whether you're planning for retirement, growing your wealth, or preserving your assets, your dedicated team at Fidelis Wealth Management is here to guide you every step of the way.

Our focus starts with taking the time to get to know you, your dreams, and your challenges as we understand that every client is unique, and so are their financial goals. Then, we formulate tailored solutions that align with your aspirations and values.

Our team have many years of experience working with expatriates and appreciate the complexities of managing your finances in several countries. We understand that the life of an expat can involve living in several different countries and it's important that your investments are the right ones for you no matter where you move to.

Fidelis is able to offer you access investments that are portable and accessible to you no matter where your life takes you.

Clients often struggle to speak directly with their private banker, and the investment solutions offered are often limited to a handful of generic options, lacking the bespoke touch that many seek. Additionally, to access truly valuable and personalized services, many private banks now require assets of $5 million or even closer to $10 million.

We believe that exceptional wealth management should be available to a broader demographic. That’s why we specialise in providing a high-quality, personalized service for clients with investible assets ranging typically from a couple hundred thousand up to $5 million. Our mission is to deliver the same level of bespoke service and attention to detail that you would expect from a private bank, but with the personal touch and accessibility that only a boutique firm like ours can offer.

Leadership Team

360° Insight

We take a comprehensive approach to financial planning. From building savings and investment portfolios, to mitigating inheritance tax, to creating personalised retirement and pension plans, we cover every aspect of your financial journey. Whether you need help with currency exchange or long-term financial strategies, we are here to ensure all your needs are met with tailored solutions.

With over 50 years of combined market experience, our leadership team brings deep expertise and insights to every financial decision. Whether it's navigating volatile markets, identifying growth opportunities, or managing risk, our expert analysis is the foundation of our bespoke investment strategies. We are committed to helping you make informed decisions to secure your financial future.

Expert Analysis

Our independence is key to delivering truly personalised advice. Unlike tied or restricted firms, we are not bound to any specific products or providers. This freedom allows us to offer a broad range of solutions tailored to your individual needs and objectives, ensuring you receive unbiased recommendations that are in your best interest.

Independence

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Richard brings over 20 years of experience in the financial services sector, starting his career in the UK, where he provided specialist investment and tax planning services for high-net-worth private clients. This early exposure to bespoke financial solutions laid the foundation for his expertise in tailored wealth management.

Seeking new challenges, Richard spent 13 years working internationally, primarily in Kuala Lumpur, with extended periods in Shanghai and Bangkok. During this time, he developed a deep understanding of the complexities of international financial advice, particularly for clients moving between countries.

With both domestic and international experience, Richard now focuses on conducting in-depth research into investment opportunities and financial products, ensuring our clients benefit from the latest insights and strategies in wealth management. His global perspective and extensive knowledge allow him to support the firm in delivering high-quality, tailored solutions to our diverse client base.

In his spare time, Richard is an avid sports enthusiast, regularly playing cricket and badminton.

Richard James

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With over two decades of experience in the finance industry, spanning both the UK and Asia, Keith brings a wealth of expertise in asset and portfolio management. His career has been defined by a deep understanding of bond and equity markets, comprehensive market research, and the development of tailored investment strategies that align with clients' financial goals and risk tolerance.

He has successfully crafted bespoke investment solutions that cater to individual client needs, ensuring that financial objectives are met while mitigating potential risks.

Keith’s knowledge and track record in equity and bond portfolio management have consistently demonstrated his ability to maximise returns for clients. His market insight, combined with a strong focus on client relationships, enables him to navigate economic shifts and deliver successful long-term investment outcomes.

In his role at K2 Wealth Management, Keith continues to leverage his extensive experience to help analyse and optimise the model portfolios which our clients look to invest in.

Hiroshi Obara