We specialise in developing and delivering personalised wealth management strategies that reflect your values and meet your individual needs.
Our leadership team share a wealth of experience in financial services and a deep knowledge of financial markets.
Director
Chris established and managed a range of businesses before moving into capital markets and financial services. His background has afforded him a deep understanding of employee benefits, pension plans and corporate structuring. His expertise lies in global financial markets, asset management and tax-efficient investments.
“For me, it’s all about providing exceptional service and maintaining active communications with clients, fostering long-term partnerships.”
Nationality: British
Education
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Director
Reuben's career has spanned a range of financial services roles in commercial banking and consulting roles in the APAC region, before moving into institutional derivatives sales. He held roles at Westpac, Deloitte, and consulted at derivatives firms, before co-founding Melbourne Capital Group. His expertise lies in corporate leadership, wealth and corporate structuring, cross-border transactions, intergenerational wealth planning, and sophisticated financial instruments.
“I’m passionate about purpose driven innovation, an entrepreneurial mindset and market transformation delivering superior customer outcomes and value."
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Head of Strategic Growth
Mark has a wealth of experience in financial services, with roles at Hartford Life (UK), MetLife (UK), Zurich (UK) and AXA Europe and Utmost Worldwide (Singapore). He specialises in high-net-worth estate planning.
“I believe in driving a performance-led, outcome-orientated culture throughout the business to ensure we’re consistently meeting and exceeding our clients’ needs."
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Head of International Wealth
After working in local government and founding a consultancy business in Japan, Rob transitioned into financial services at the Bank of Scotland Investment Service (BoSIS), where he graduated from the BoSIS Financial Planning Academy. Following a successful career at BoSIS, Rob joined St. James’s Place and subsequently established both Atherton & Associates Wealth Management Ltd and RWA Financial Planning Ltd. As one of the UK’s first recipients of the prestigious Chartered Financial Planning Award, Rob was instrumental in making Atherton & Associates one of the earliest corporate chartered firms in the country.
“I’m committed to developing the next generation of financial planners, raising the bar for financial planning standards, and establishing Melbourne Capital Group as the premier financial planning hub in Southeast Asia."
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Head of Malaysian Wealth Group
Ben brings over 15 years of experience in the financial services industry in Australia before moving to Asia in 2022. Prior to transitioning into financial services, Ben worked in property development - focusing on sourcing, developing, and marketing property projects.
Inspired by his own family’s retirement challenges, Ben transitioned into financial planning to help clients secure the futures they envision. In Australia, he provided compliance oversight for Australian Financial Services Licenses (AFSL) and trained wealth managers. He gained deep insights into the benefits of fee-for-service models during the Future of Financial Advice (FoFA) reforms, helping advisors navigate the industry's transition away from hidden fees and commissions.
"Leading the Malaysian Wealth Group Team at Melbourne Capital Group is about building a team of skilled Private Wealth Managers who prioritize clients' needs. We’re dedicated to helping clients structure, protect, and grow their wealth to secure their financial futures.”
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Partner
K.R. Raju brings over 35 years of experience in financial planning, holding the Chartered Financial Consultant (ChFC) qualification from The American College and the Certified Financial Planner (CFP) designation.
Throughout his career, Raju has engaged closely with leading financial practitioners in Australia, gaining insights that have informed his perspective on the evolution of the financial services industry within ASEAN. He recognises the growing importance of technology-enhanced, competent advice in shaping the future of the sector.
Raju has also contributed to the industry's development as the president of the Malaysian Financial Planners & Advisers Association, sharing his knowledge through various speaking engagements and publications.
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Compliance Director
Maria began her career in financial services with roles in administration, human resources and business development at various Malaysian firms before joining Melbourne Capital Group in 2008. She has over 18 years of experience across multiple areas including operation, account and finance, compliance and human resources. As Compliance Director, Maria is responsible for overseeing and monitoring all departments, with a particular focus on compliance matters.
“Compliance is a critical function in any financial services business."
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Hailing from diverse backgrounds, our team of Private Wealth Managers are united by their proven experience and expertise in navigating financial markets. They also share a commitment to conducting themselves with utmost professionalism and integrity, while remaining approachable and contactable.
“Our Private Wealth Managers look to build long-term relationships with their clients, working tirelessly to help them achieve their changing financial goals.”
- Mark Owens, Head of Private Wealth
We are a wholly independent and privately owned company, free from external constraints. This allows us to explore the market comprehensively, identifying the best opportunities to serve your interests.
We focus on long-term, sustainable wealth growth. We work to ensure portfolios are adequately diversified and structured within the most secure jurisdictions. Recognising that every strategy comes with inherent risks, we seek to make risks clear, to help you make informed decisions.
We actively look for opportunities that make a difference, building ESG criteria as standard into our wealth management strategies.
Learn moreHolding assets across multiple countries enhances diversification and value. However, it also introduces complexities.
If you hold assets internationally, are an expat, digital nomad or travel frequently for work, we can develop and deliver an end-to-end wealth management strategy to help grow and protect your wealth, while navigating domestic tax obligations and avoiding legal pitfalls.
We view wealth as a force for positive change. As such, we integrate ESG criteria and risk considerations into our financial strategies as a standard practice and proactively seek investment opportunities that make a difference.
Aware that real change requires collaboration between all stakeholders, we seek to build partnerships and foster relationships between NGOs, government and the wider financial community.
We also support various charities and community initiatives by donating, volunteering, fundraising and hosting events.
Melbourne Capital Group Advisory (ABN 73 145 207 530) holds an Australian Financial Services Licence No. 382724 which permits it to conduct financial services business in Australia.
Melbourne Capital Group Sdn Bhd (Formerly known as Blueprint Planning Sdn Bhd) is licensed by Securities Commission Malaysia. Licence No. CMSL/A0254/2009.
Melbourne Capital Group Ltd is authorised and regulated by the Labuan Financial Services Authority (LFSA) as an Insurance Broker with Licence No. BS2021140.