Bosco Leung
CFA, MCSI
Bosco has over ten years of investment banking experience, with deep product knowledge and trading risk management expertise across high-stakes investments. As a Chartered Financial Analyst (CFA), he has a strong interest in market developments and a sophisticated understanding of investment planning.
What led him into the financial planning industry was the belief that money is rarely the answer to life’s most important questions. Instead, truly meaningful results come from honest self-reflection supported by professional guidance. Driven by curiosity and a desire to help clients live life to the fullest, this philosophy underpins his everyday engagement with clients.
In his free time, Bosco works on developing AI and algorithmic trading projects, and helps run an agroecology farm in Somerset called Higher Farm.
About
While gaining extensive financial exposure during his investment banking career, Bosco also developed a personal appreciation of the challenges faced by higher earners, particularly the impact of higher-rate taxation and the trade-offs between career, family, and long-term life goals. This perspective shaped his belief that financial planning should support a life lived with intention, rather than one driven by default decisions.
Bosco’s approach is strongly influenced by the ideas explored in The Psychology of Money, especially:
- Incorporating personal worldview and life context into financial decisions
- Treating wealth as a means to freedom, not a value in itself
- Maintaining humility in the face of market uncertainty
- Favouring behaviour-first strategies over technical perfection
- Recognising that goals evolve as life changes
Today, through Mizar Wealth, Bosco works with professionals, families, and business owners who value straight forward, purpose-led financial planning. His aim is to help clients navigate future planning and make informed decisions that balance financial outcomes with what truly matters to them over time.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
