Jon Holand

Senior Partner

Jon Holand became a Senior Partner of Austen Morris Associates in February of 2014 after having worked his way through the company ranks. He currently gives advice to many high net-worth clients in China and other parts of the world on their financial planning needs. He is committed to providing comprehensive advice and creating financial solutions that simplify clients’ lives both now and in the future.

Jon offers wide-ranging financial planning solutions to clients who work for KPMG, Ernst & Young, CBRE, AT Kearney, Exxon Mobil, TNT, Tyco Electronics, Astra Zeneca and International Paper to name a few. Jon keeps his clients abreast of changes in the markets and recommends changes that enhance their investment returns.

Jon manages a considerable team who are instrumental in helping to provide the personalised service with which Austen Morris Associates has become synonymous. It is no wonder that most of Jon’s clients are introduced to him by existing clients. Jon’s belief in providing each client with individualized solutions and first-class service is why he chose to build his career with Austen Morris Associates.

As a member of the Business Standards Committee, Jon is central to the company’s efforts to strengthen and refine the company’s client focus and promote high standards of ethical conduct among management and members of staff.

As a Business Development Manager, Jon successfully manages a team of financial advisors, assisting them with every aspect of the business from building a client base on referrals, to understanding financial products and managing client portfolios.

Jon is licensed as a financial planner in Hong Kong, which gives him the ability to help clients, understand their goals and needs and then provide solutions. Furthermore, his educational background has given him plenty of knowledge about global financial markets, especially in the Asia-Pacific region.

Jon received his Bachelor’s degree in International Economics and Politics from the Johns Hopkins University. He holds a Master’s degree in International Economics with a special focus on East Asia from Columbia University. He has also studied at Oxford University, Pembroke College and Waseda University in Tokyo. He is fluent in Norwegian, French and Mandarin and has reading knowledge of Spanish and Japanese.

Born and raised in Norway, Jon moved to the United States at the age of 14. He moved to China in 2004 and plans to live here indefinitely.

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Testimonial


“Jon was recommended to me by a former colleague and after meeting with him in early 2010 he has been my financial advisor. Jon made his utmost to understand me and my situation, to make sure we put in place a savings plan that resonates with my needs and wants. Jon gives clear advice without over-promising; he is to the point and honest. I have introduced Jon to friends and colleagues and he always takes good care of them. I can warmly recommend Jon to anyone looking for a financial advisor.”

– Madeleine Thun, Global General Manager at EF Education First, April 7, 2011



“I recommend Jon as he has shown himself to be an unassuming but intelligent person that, in a subtle way, manages his business extremely efficiently, while also looking after his clients in a personal way. I would say that I consider him a friend now, rather than a business associate and he has understood my needs, but always making sure I understand any implications of his advice before making final decisions. I would not hesitate to recommend his services, as I place great trust in him.”

– Mark Irwin, Hotel Manager at Holiday Inn Golden Mile, March 8, 2011



“I recommend Jon Holand for his excellent service as financial adviser. He is very professional, direct and easy to understand about planning and financial security. Since we’ve met in 2008, he proved to be not only a good advisor, with integrity and respect for my future financial security, but a great friend. Thank you for your patience and excellent service, looking forward for continuing our relationship and future projects.”

– Laura Gozman, Apparel Technical Services at Walmart, June 24, 2011



“I am writing with great pleasure to recommend Mr. Jon Holand for the excellence of his financial services. Jon has been helping my family building confidence over the years through his professionalism and knowledge of financial markets. 
What we appreciate from Jon is his capacity to listening and understanding our expectations. We’ve never felt orientated for his or his company’s interests but we very much feel well guided to ours. 
Should you seek financial advice; we would recommend Jon’s services. We place great trust in him.”

– Eric Albrand, Business Development at CMI, June 14, 2013.



“I am pleased to provide some feedback and hope this will contribute to the development of his clients portfolio. We have been working as customers with Jon Holand for the last 5 years and have been pleased by his professionalism as well as the results of the work. Ultimately our financial assets he is taking care of have developed very good and Jon’s advice allowed and enabled us to perform better than the average market. We have regular contact, receive brief updates and are happy, that Jon is not just a service provider, but a caring friend, who has insight in our personal goals and works in the best interests of his customers. Therefore I recommend Jon to anyone interested to look after their financial future and interested in financial planning to achieve set goals. Sincerely.”

– Jürgen Laske, Entrepreneur, computer engineer, March 14, 2011



“I recently attended a financial planning session with AMA consultant Jon Holand as part of an event with the American Chamber of Commerce in Shanghai. Jon’s insight was really helpful and allowed me to take an honest look at my finances and align my investment portfolio with my goals for the future. The scenarios he presented were realistic and he shared from his personal experience, which was refreshing and easy to relate to. I plan to meet with him on a one on one basis to see how I can further optimize my investments.”

– Johanna Hoopes, Dragon Group Asia, May 5th 2015

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