Charlie O'Flaherty

Partner

Finaport

Profile:

Charlie O’Flaherty is a Partner at Finaport Singapore, a global wealth management firm which provides independent and tailored investment solutions to private clients. Finaport was founded in 2007 and has offices in Zurich, Singapore, and Lichtenstein. Before joining Finaport in 2021 he was Head of Digital Strategy and Distribution at Crossbridge Capital Singapore where he launched Singapore’s first robo advisor in 2016. Charlie’s 30+ years of experience in Asia, the UK & the US included building and running HSBC Securities USA (APAC) where he elevated the profile of the business from “unranked” to among the top 10 in the region (source: Greenwich Asian Business Survey). At Incapital, he led the Structured Products Group, where he was awarded Distributor of the Year by Structured Products Magazine for building the largest US wholesale distributor of structured products. He then went on to restructure ABN AMRO’s US Private Investor Products business including bringing both manufacturing and distribution in-house to produce sales of over USD 2 billion in year one. Charlie has been qualified to hold sales and supervisory licenses by the regulatory authorities in Asia, Europe and the United States.

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