Services

Our Services

We are careful, thoughtful and analytical in how we propose and design a strategy

At Bill Morrisons Group, we offer our discerning clients a curated portfolio of services where our expertise can match and service their requirements.

We do not believe in providing every investment solutions nor succumb to the latest investment theme or ideology.

World Class Financial Advisor

Experience Driven
Comprehensive Services

Client-centric Expertise

The needs of our clients are unique and different.

At Bill Morrisons Group, our team seeks to better understand our clients’ wealth needs and requirements.

Together with our clients, we work out customized and bespoke solutions, based on our advisory services to them.

Dedicated Specialists

We are staffed by experts and specialists in their respective fields – ranging from investments, life & general insurance, financial planning, and estate planning – who work together with our financial advisors to provide a well-designed financial plan which meets the needs of our clients.

Global Solutions

We are able to structure sophisticated issues with innovative solutions combined with appropriate safety nets.

Our reach and access to every global financial center allows us to bring the best solutions to each of our clients.

Strong Partners Relations

We foster a culture of collaboration, engagement and strategic affiliations with reputable product and service providers from all over the world.

We train and equip our financial advisors with product knowledge and market strategies to sell these products and services.

Our clients are the beneficiaries of our research and engagement.

Our Services

A suite of services to meet your needs

At Bill Morrisons Group, we create structures to protect your assets to protect, mitigate and minimize risk.

Risk management is central to what we do. We work closely with our clients to ensure we understood every aspect of their needs and we develop customized solutions to protect them.

Some aspects of risk management that we advise are:
– Protecting personal belongings of heritage or sentimental value from unwanted, unnecessary risks
– Protecting your company’s assets from unforeseen circumstances.

After investing much time, money and resources to acquire the things that you love, why not transfer whatever risks that might arise, to an Insurance company which can cover it?

That approach is a safe, reassuring and reliable way to manage any risk, and to give you a peace of mind.

Come and talk to us.

Investment Products

Unit Trusts
Retail Bonds
Equities & ETFs
Discretionary Managed Portfolio
Treasury & Structured Products – FCNs, ELNs, Auto-callables
Liquidity Management & Money Market

Financial planning

Comprehensive Financial Plan
Basic Financial Plan

Investment Products

Advisory or Discretionary Portfolios
IPO Listing of Shares Advisory
Private Equity Advisory
Market Updates from Investment Managers
Market Research Reports from fund managers
*Portfolio Report Consolidation

Financing Services

Mortgage Financing
Lending Facility for Investments/Lombard Lending
Share Financing Advisory
Overseas Property Financing

Risk management

Will Writing
Private Trust Set-up
Charitable Foundation Set-up
Offshore Foundation Set-up

Trust services

Will Writing
Private Trust Set-up
Charitable Foundation Set-up
Offshore Foundation Set-up

Our Services

A suite of services to meet your needs

We create structures to protect your assets to protect, mitigate and minimize risk.

Risk management is central to what we do. We work closely with our clients to ensure we understood every aspect of their needs.

After investing much time, money and resources to acquire the things that you love, why not transfer whatever risks that might arise, to an Insurance company which can cover it? Even in investments, the risk of the market going against you could be managed by constructing a robust portfolio to weather the volatility.

That approach is a safe, reassuring and reliable way to manage any risk, and to give you a peace of mind.

Come and talk to us.

Investment Access

At Bill Morrisons, as our client, you are always in the forefront of our strategies, planning and ideas to determine how we can extract and maximize value for you.

We regard it as an honor and responsibility to be entrusted to put together a financial plan which addresses your needs for yourself and your loved ones.

Our relationships and access to premier financial institutions coupled with knowledge of financial products allow us to design for you various options for your consideration.

At Bill Morrisons, we do not make transactions. We create lifelong partnerships with our clients that stand the test of time.

Risk Management

At Bill Morrisons, we walk the entire journey of financial planning with you. We take time to explain risks and opportunities in different financial products and services that matches your risk appetite.

As we build a better understanding of your needs and investment profile over time, we would be able to advise how to build, allocate and structure your assets in a sustainable, productive manner while managing risks.

Our financial planning journey together is one which is based on mutual trust, reliance, confidence and friendship. We thank you for taking your first step with us.

Financial Planning

At Bill Morrisons, once you entrust us to craft a financial plan, we put our total effort and diligence to identify, select and choose a suitable range of products that matches your needs and expectations.

Some clients may start with a basic financial plan which is upgraded over time to cover all eventualities, circumstances and opportunities.

Parents may want a financial plan that covers their children's education and health, entrepreneurs may want a plan to cover business-related risks.

We take every step to ensure our clients are fully engaged and involved in all aspects of their financial well-being.

Investment Advisory Services

As a financial advisory firm we try to make sense of complexity and uncertainty in global markets to maximize and preserve our clients nest egg. We are conservative, careful and patient in our analysis.

In doing so we have earned, Bill Morrisons has earned the trust and confidence of our clients not only in Malaysia but across the region.

We believe in engaging and updating our clients regularly, we believe in equipping ourselves with better knowledge and expertise in different asset classes and products, and we derive great satisfaction and comfort from the performance of our clients' portfolio.

Financing Services

At Bill Morrisons, we take pride in our enduring relationships with global and local financial institutions.

These relationships have provided our clients with innovative and valuable financial instruments that can support their business needs, personal interests or entrepreneurial ventures.

As a professional, trusted enterprise, we build or success by forging enduring long term relationships with our partners and our clients so that we can help you fulfill your financial ambition.

Family Office & Legacy Planning

The greatest gift you can give your loved ones is a well thought-out, well structured financial plan which matches their needs and requirements over time.

Our ambition is to help our clients achieve peace of mind, comfort and assurance that their gift to their loved ones are treasured and appreciate over time.

We have the ability and resources to set up private wills, trusts, foundations and philanthropy giving and family offices.

Come and talk to Bill Morissons today.

At Bill Morrisons, as our client, you are always in the forefront of our strategies, planning and ideas to determine how we can extract and maximize value for you.

 

We regard it as an honor and responsibility to be entrusted to put together a financial plan which addresses your needs for yourself and your loved ones.

 

Our relationships and access to premier financial institutions coupled with knowledge of financial products allow us to design for you various options for your consideration.

 

At Bill Morrisons, we do not make transactions. We create lifelong partnerships with our clients that stand the test of time.

At Bill Morrisons, we walk the entire journey of financial planning with you. We take time to explain risks and opportunities in different financial products and services that matches your risk appetite.

 

As we build a better understanding of your needs and investment profile over time, we would be able to advise how to build, allocate and structure your assets in a sustainable, productive manner while managing risks.

 

Our financial planning journey together is one which is based on mutual trust, reliance, confidence and friendship. We thank you for taking your first step with us.

At Bill Morrisons, once you entrust us to craft a financial plan, we put our total effort and diligence to identify, select and choose a suitable range of products that matches your needs and expectations.

Some clients may start with a basic financial plan which is upgraded over time to cover all eventualities, circumstances and opportunities.

Parents may want a financial plan that covers their children's education and health, entrepreneurs may want a plan to cover business-related risks.

We take every step to ensure our clients are fully engaged and involved in all aspects of their financial well-being.

As a financial advisory firm, we try to make sense of complexity and uncertainty in global markets to maximize and preserve our clients nest egg. We are conservative, careful and patient in our analysis.

In doing so we have earned, the trust and confidence of our clients not only in Malaysia but across the region.

We believe in engaging and updating our clients regularly, we believe in equipping ourselves with better knowledge and expertise in different asset classes and products, and we derive great satisfaction and comfort from the performance of our clients' portfolio.

At Bill Morrisons, we take pride in our enduring relationships with global and local financial institutions.

These relationships have provided our clients with innovative and valuable financial instruments that can support their business needs, personal interests or entrepreneurial ventures.

As professional trusted enterprise, we build our success by forging enduring long term relationships with our partners and our clients so that we can help you fulfill your financial ambition.

The greatest gift you can give your loved ones is a well thought-out, well structured financial plan which matches their needs and requirements over time.

Our ambition is to help our clients achieve peace of mind, comfort and assurance that their gift to their loved ones are treasured and appreciate over time.

We have the ability and resources to set up private wills, trusts, foundations and philanthropy giving and family offices.

Come and talk to Bill Morissons today.

Our Services

One Stop Financial Solutions

At Bill Morrisons Group, our clients can be broadly categorized into two groups: individuals/ families and legal entities

Want to know more about us?

Billy Hii

Managing Director

About Billy Hii

EXPERTISE

Visionary , Industry expert, Passionate & committed

Billy Hii, managing director of Bill Morrisons Group, believes the wealth management industry in Asia is ripe for transformation. High net worth individuals from across ASEAN and Asia have become more knowledgeable and more demanding about wealth management services as a result of education, networks and exposure to these financial instruments. 

With his experience gained from international banks and financial institutions, Billy aims to differentiate Bill Morrisons in wealth management segment by establishing an elevated standard of service and expertise. He wants to gear up his team of financial advisors to become well versed, highly knowledgeable and very customer-focused so that they can deliver a standard of service comparable to bespoke private wealth management, to its ASEAN and Asian HNWI and family offices. 

Bill Morrisons’ financial advisors must ensure that not only their skillsets are constantly renewed and improved, in line with market changes and developments, but they must also match the capabilities of seasoned private bankers or wealth managers. This will provide them better platforms to serve their clients with world-class service, knowledge and relationships.

Billy has a Bachelor of Science degree from National University of Singapore in 2000. 

“We are going to reinvent the wealth management industry.”

BILLY HII

Kenny Suen

Principal Officer & Chief Marketing Officer

About Kenny Suen

EXPERTISE

Energetic, Ideas man, Driven & Hungry

Markets awareness and products savviness reflect Kenny Suen’s expertise as he leads the marketing function at Bill Morrisons Group.

With a career spanning more than 25 years as a banking and financial services professional, Kenny understands the evolving landscape of various financial solutions, their relevance and their suitability to each of its clients. Kenny is able to design and deliver unique suites of financial solutions to help clients maximize and protect their portfolio. 

As a seasoned financial services professional, Kenny is familiar with the wealth management industry and has developed strong relationships with financial institutions in Malaysia and abroad. Kenny is well-suited to select, train and equip candidates with the right skills and expertise to become the leading financial advisory consultants across the region.

Kenny has an MBA from Herriot-Watt Business School and graduated from RMIT University, Australia in 1996 with a Degree in Economics & Finance. Kenny holds a CFP and Syariah RFP and is also a Labuan FSA-licensed insurance broker.

“Building wealth is not just a one man’s job. It requires a capable team of different stakeholders working together in trust and confidence to build long term, sustainable and meaningful relationships that they can see and appreciate the value you have created for them.”

-KENNY SUEN

Idi Irwan Zainal Abidin

Executive Director

About Idi Irwan

EXPERTISE

Performance Improvement , Transformation Catalyst

As Executive Director,Idi Zainal Abidin develops strategies and campaigns to help Bill Morrisons’ clients achieve their financial ambition. As Executive Director, Idi brings on board the expertise, insights and analysis from various global and regional fund managers and investment houses. He also guides the development of organizational processes and risk-mitigation measures to maintain operational and financial security of Bill Morrisons. 

Idi lends his expertise as a qualified Certified Financial Planner and Syariah-Registered Financial Planner to enable clients and customers into various financial and investment instruments that suit their needs.

Idi graduated from Institut Teknologi MARA in 1997. He also graduated from a risk management executive program, under a collaboration between Munich Re Insurance and Georgia State University in 2009, specializing in risk management and insurance. He has 24 years experience as a financial services professional.

“Our ambition is to create awareness and momentum in the wealth management industry so that clients become more informed and knowledgeable about how they could protect, preserve and extend their assets for current and future generations. We want to anchor this industry with professional advisors so that the focus and commitment is directed towards the interests of our stakeholders at all times.”

-Idi Irwan Zainal Abidin, Executive Director