Bosco Leung
CFA, MCSI
Bosco has over ten years of investment banking experience, with deep product knowledge and front-office risk management expertise across high-stakes investments. As a CFA charter holder, he has strong interest in market developments and a sophisticated understanding of investment strategies, including ESG products and derivatives, enabling practical solutions that balance performance, tax, and personal priorities.
In his free time, he works on AI and algo-trading projects, and helps run an agroecology farm in Somerset - 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.
