About Us

 

Welcome to McKenzie International Investments where creating a better and more secure financial future for our clients is our priority.

McKenzie International Investments offers individual and institutional investors a highly personalised and tailored approach to wealth management. We pride ourselves on being able to critically re-evaluate established beliefs, attitudes and concepts and apply the re-evaluated model to ensuring wealth management performance for our clients.

Our partners understand that the investment landscape is changing fast and that is why as a firm we pride ourselves on our cutting edge analytical team to ensure that we are always able to deliver the most advantageous and practical strategies to our clients.



 
With over 250 years of multi-dimensional wealth management experience, our strategic locations worldwide allow us to analyse, develop and implement opportunities in Asia, Europe and North America.

As a private company with fiduciary responsibility for our clients, we gear our efforts towards long- term sustainability. We strive to be responsible in our corporate dealings and incorporate environmental, social and other issues that have tangible and measurable financial impacts over the long-term for our company and the companies in which we invest. We integrate long-term responsibility and sustainability into our business model and in the way we conduct ourselves, our business, serve our clients, staff and involve ourselves into the communities in which we live and do business.



 

Meet Our Team

Senior Management

A successful company is only as stable as its leadership. The senior management team at McKenzie International Investments has more than a century of combined experience and expertise navigating the complex and often volatile financial markets. Having an innate talent for understanding the nuances of geopolitical manoeuvrings and their impact on investments has allowed McKenzie International Investments to identify and take advantage of many opportunities before other firms have concluded their research. We all have a strong desire, not only to be the best in our respective fields but also to steer McKenzie International Investments to becoming one of the best boutique companies in its sector. Hard work, dedication and a never-ending hunger for learning are key qualities demonstrated daily by our senior management team at McKenzie International Investments .

James J. McKenzie Chairman & Principal Trustee

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James founded McKenzie International Investments upon moving to Hong Kong in 2009 after previously working at a number of well-known investments firms. Despite being a relative newcomer to a vibrant city, James successfully guided the firm through the volatile times of the Asian financial crisis and lead the way in building the firm that you see today.

Christian T. M. Woolf Director of Private Accounts

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Christian has spent the vast majority of his career specialising in offshore wealth-management and is considered an expert in his field by his colleagues. Previously McKenzie International Investments was largely institutionally focused but with Christian’s dedication and reputation that preceded him, over the last 8 years he has successfully grown the private client division into one of the most respected operations in the region.

Izak Cohen Director of Institutional Accounts

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Over the last 26 years in the industry Izak has developed a reputation as one of the steeliest competitors when it comes to investment performance, twice winning the prestigious accolade of Hong Kong Offshore Wealth Manager of the Year in 2010 and 2015. A keen eye for detail, he takes great pride in ensuring his clients achieve their desired goals through well implemented strategic financial planning.

Siobhan O'Sullivan Director of Analyst Operations

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Siobhan has been with McKenzie International Investments since 2014 after an extensive career with a major U.S. wealth management firm during which she became a respected analyst, frequently appearing on television in the U.S. to discuss market events. Never afraid to challenge convention, she prides herself on specialising in emerging markets and she has brought to the table the vast majority of the most recent successful strategies that are being implemented from by both our institutional and private client divisions.

Simon McCarthy Director of Compliance

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With a career at a Top 20 legal firm in London specialising in financial and securities litigation, Simon is the most recent addition to our senior management team. He brings with him a wealth of experience in handling complicated cross-border transactions and superior knowledge of the differing regulations in the markets that we serve.