As Infinity turns twenty, Managing Director, Trevor Keidan looks back on 20 years of providing first-class financial planning services to clients across Asia.
Humble beginnings
Arriving in Asia in 2002 following a stint in the financial services sector in London, Trevor was shocked by the state of the industry, particularly the inadequate services offered to the expatriate community.
I felt that the expat community here was being ill-served, receiving bad advice and poor service and, in far too many cases, suffering awful financial losses.
I saw an opportunity to fill the gap by nurturing a business which would help expatriates plan successfully for the future with sound advice from knowledgeable and professional financial planners adhering to rigorous working practices. I firmly believe that quality financial planning genuinely makes people’s lives better and a desire to deliver this has been a major driving force throughout my career.
And so, Infinity was born in 2004 with just five employees in two offices.
We may have started small but we have always had a big ambition: to raise the industry bar in Asia.
From the very beginning, we have consistently focused on differentiating ourselves from the competition by providing the professionalism, transparency and first-class customer service that I felt were lacking in the industry.
We have done this by keeping our client’s interests at the heart of the business. This unparalleled commitment continues to be the raison d’être of the company and the USP which sets us apart from our competitors to this day.
Where we are now
Our client-centric approach has paid off!
Two decades on, we have grown into a fully-fledged, financial services provider with numerous offices operating across Asia and regulated in Hong Kong and Labuan. We are now a team of over 30 – each and every one of us committed to delivering effective solutions to build wealth and financial security for our clients.
Many of them have been loyal to Infinity since the company began and this high level of client retention demonstrates the strength of the relationships we have managed to build and maintain. It is also testament to the professionalism and expertise of our team of highly knowledgeable financial advisers.
Not to mention our hard-working and dedicated client servicing team, spread across our regional offices, who provide ongoing support and assistance to manage clients’ everyday needs. These superstars handle all manner of administration issues seamlessly ensuring that you receive fast and accurate responses to your enquiries.
I am immensely proud that today, over 2,000 clients across Asia trust us with their financial planning.
Thanks to steady growth over the past twenty years, in 2024 Infinity has more than $250 million in assets under management.
The secret of our success
So what does our client-centric approach actually deliver for our clients? The list is long:
- A dedicated financial adviser providing a highly personalised and proactive service
- A comprehensive, bespoke financial plan based on your personal situation
- Effective wealth-building solutions tailored to your risk profile
- A single point of contact within our multi-lingual support team to deal with all your enquiries
- Detailed cashflow forecasting to be able to clearly view your long-term financial situation, flag future issues and find shortfall planning solutions
- 24/7 access to our award-winning customised online portal housing all documentation and portfolio information
- Access to the UK’s leading investment management service via our exclusive partnership in Asia with Evelyn Partners.
- Regular reviews to ensure that your financial plan remains aligned to your needs
- Wealth protection measures including health insurance, life insurance and critical illness cover at the best prices for peace of mind
- Market-leading products and services
- Estate planning advice to ensure financial security for your loved ones
- Regular market updates tailored to you to keep you abreast of changes that may affect your financial planning
- Free webinars and events
- A service and products that are fully compliant with the rules of our most stringent regulators
The Future of Infinity
The financial services industry is evolving rapidly in response to both regulatory change and technological developments. As traditional business models evolve, we will continue to rise to the challenge of staying ahead of the industry curve, providing innovative compliant financial planning solutions that meet the needs of 21st-century clients, combined with old-school customer service of the highest standards.
A heartfelt thank you
None of this would have been possible without the dedication of my amazing team so I thank all of them for their contribution to Infinity’s success.
And finally, a big thank you to all our clients who have supported us over the years and trusted us to help them reach their financial goals. We don’t take that trust lightly and will continue to strive for greatness in providing exceptional financial consulting services.
Managing Director
I can honestly say that my main driving force at Infinity is a fundamental belief that good financial planning makes people’s lives better. People working abroad really do have an enviable opportunity to make a huge success of their lives, and making good financial decisions is essential…as well as working damn hard!
