Deidra joins Rockstead Capital after a distinguished banking career of over 12 years in HSBC. A recipient of the prestigious HSBC CEO Award and shining star accolades, she has been celebrated for building trusted relationships and driving consistent business growth in her banking journey.
She currently manages a portfolio of high net-worth individuals across Europe, the UK, India, and Southeast Asia.
Passionate about delivering exceptional value to clients, Deidra goes beyond conventional banking, providing personalized solutions aligned with individual goals. Committed to adapting to the evolving wealth management landscape, she prioritizes innovation and efficiency.
Holding a Bachelors Degree (Second Upper Honours) in Banking and Finance from the University of London, she combines academic expertise with hands-on experience for navigating the complexities of the financial world today.
Prior to joining Rockstead, Jason managed a portfolio of high net worth individuals at Standard Chartered Bank.
Holding a Double Bachelor in Communications and Media along with his background in International Business, he has in-depth knowledge of the ever-changing developments in financial markets and instruments.
Jason is deeply passionate about helping clients achieve their financial aspirations by understanding their needs and long-term goals. His goal is to deliver independent, personalized, and continuous wealth management services to his clients, providing them access to exclusive offerings and services.
A recipient of StanChart Top Rookie, CEO Challenges, Circle of Champions Awards and Wealth Management Summits, Jason has been recognized within StanChart and across the industry
Jason is also currently studying for his certification in Chartered Alternative Investment Analyst, reflecting his constant dedication to self-improvement and excellence.
Leon has over 17 years of working exposure to best-in-class credit, legal & compliance governance, and portfolio management experience across both corporate clients and HNW clients.
He is proficient in treasury and structured investment such as FX accumulation structure and equities linked notes, as well as in curating financial solutions in areas of corporate/commercial lending and trade financing. E.g., cross collateralization using HNW’s insurance/investment for corporate lending purposes and/or other business requirements. He is also experienced in strategy, credit risk and compliance management initiatives.
Leon holds CACS Paper 1 & Paper 2, and a Bachelor of Science (Hons) in Banking and Finance from the University of London
With over a decade of experience in wealth management at leading regional and international banks, Aaron oversees a portfolio of High Net Worth Individuals.
Holding a bachelor’s degree in Banking & Finance from the University of London, he has an in-depth knowledge of financial markets and instruments.
Aaron is deeply passionate about helping clients achieve their financial aspirations by understanding their needs and long-term goals. His goal is to deliver independent, personalized, and continuous wealth management services to his clients, providing them access to exclusive offerings and services.
Having received numerous awards among them including HSBC Orion, HSBC Global Circle of Excellence, and the distinguished title of Best Relationship Manager of the Year 2022 by the Retail Banking Innovation Award, Aaron has been recognised within banks and across the industry.