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We are a Southeast Asian financial advisory firm. Since our establishment in 2014, Bill Morrisons Group has been recognized by our clients as a trusted, dependable and capable financial advisory firm in Malaysia.The Bill Morrisons Group consists of several operating entities which is in the business of providing financial advisory services in Malaysia and across the region.
Bill Morrisons International Ltd was established in 2014 and licensed by Labuan Financial Services Authority (Labuan FSA).
Bill Morrisons Wealth Management Sdn Bhd (BMWM), established in 2017, is a Capital Markets Services License company licensed by Securities Commission of Malaysia (SC).
It is also an approved Financial Advisory firm under the Financial Services Act 2013 by Bank Negara Malaysia (BNM).
BMWM is also a licensed Corporate Unit Trust Agency (CUTA) under the Federation of Investment Managers Malaysia (FIMM).
At Bill Morrisons Group, we bring diverse backgrounds in financial services, deep expertise in capital markets, experienced investment strategists to serve the unique and specialized needs of our discerning customers.
We partner with fund managers and advisory firms to design the best investment package for you. After all, your financial ambition is our constant endeavor.
At Bill Morrisons Group, we are guided by a set of values that represent our identity, our character, and our ambition as professional financial advisors.
We believe our successes were derived from the strong partnership we have with our clients.
As we share our values with you, we want to forge an enduring bond of trust, respect and friendship. Your financial ambition is our constant endeavor.
Integrity and Trust is the foundation of our business
We Partner for Endurance, Collaboration and Sustainability
Thought Leadership and Intellectual Curiosity Motivates Us
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.
At Bill Morrisons, we take every step to ensure our clients are fully engaged and involved in all aspects of their financial well-being.
At Bill Morrisons, 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, 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.
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.
At Bill Morrisons, we believe in forging 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.
At Bill Morrisons, we 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 us today.
Financial literacy is an important skill that everyone needs to acquire. With financial literacy, one can begin to put together simple financial plans to manage one’s financial goals that evolve over periods of time.
At Bill Morrisons Group, our Advisors will work with you to better understand your financial goals and to assist you to achieve your financial ambitions over time.
Financial planning creates a safety net which could be utilized as emergency funds, or as a reward for accumulated savings over time.
There is no better time to start financial planning than today. The earlier one starts to put money aside for savings, the greater is the head start and the greater is the eventual sum.
Financial planning is a journey between you and your advisor. Your advisor is your counselor, your sounding board and your guide to help you better understand your financial situation and to help you achieve a workable, realistic plan.
There are many financial instruments available that could help you achieve your financial goals. Your financial advisor will develop together with you a financial plan, execute the plan, and review it over a period of time.
A good financial advisor is one who is helpful, reliable, and approachable and can help demystify complex financial jargons into simple concepts. At Bill Morrrisons Group, our advisors are trained to meet the needs and expectations of our clients. You can call us at telephone +603 7491 8583
There is no minimum sum to start financial planning. The most important aspect of financial planning is discipline and consistency in allocating a sum of money each month for your financial plan.
The best way is to contact Bill Morrisons Group or one of our advisers. They would be most happy to assist you.
At Bill Morrisons Group, we strive to provide regular training on sales techniques, product information, customer service and industry trends and outlook. We believe that by equipping our advisers and our employees with the latest information, they would be able to share their knowledge and expertise with their clients.
Depending on your financial plan, you will get a comprehensive package of information. You are encouraged to meet with your adviser regularly for updates or to address any questions you might have.
Financial planning is a journey between you and your advisor. Your advisor is your counselor, your sounding board and your guide to help you better understand your financial situation and to help you achieve a workable, realistic plan.
There are many financial instruments available that could help you achieve your financial goals. Your financial advisor will develop together with you a financial plan, execute the plan, and review it over a period of time.
A good financial advisor is one who is helpful, reliable, and approachable and can help demystify complex financial jargons into simple concepts. At Bill Morrrisons Group, our advisors are trained to meet the needs and expectations of our clients. You can call us at telephone +603 7491 8583
There is no minimum sum to start financial planning. The most important aspect of financial planning is discipline and consstency in allocating a sum of money each month for your financial plan.
The best way is to contact Bill Morrisons Group or one of our advisers. They would be most happy to assist you.
At Bill Morrisons Group, we strive to provide regular training on sales techniques, product information, customer service and industry trends and outlook. We believe that by equipping our advisers and our employees with the latest information, they would be able to share their knowledge and expertise with their clients.
Depending on your financial plan, you will get a comprehensive package of information. You are encouraged to meet with your adviser regularly for updates or to address any questions you might have.
Financial literacy is an important skill that everyone needs to acquire. With financial literacy, one can begin to put together simple financial plans to manage one’s financial goals that evolve over periods of time.
At Bill Morrisons Group, our Advisors will work with you to better understand your financial goals and to assist you to achieve your financial ambitions over time.
Financial planning creates a safety net which could be utilized as emergency funds, or as a reward for accumulated savings over time.
There is no better time to start financial planning than today. The earlier one starts to put money aside for savings, the greater is the head start and the greater is the eventual sum.
Financial planning is a journey between you and your advisor. Your advisor is your counselor, your sounding board and your guide to help you better understand your financial situation and to help you achieve a workable, realistic plan.
There are many financial instruments available that could help you achieve your financial goals. Your financial advisor will develop together with you a financial plan, execute the plan, and review it over a period of time.
A good financial advisor is one who is helpful, reliable, and approachable and can help demystify complex financial jargons into simple concepts. At Bill Morrrisons Group, our advisors are trained to meet the needs and expectations of our clients. You can call us at telephone +603 7491 8583
There is no minimum sum to start financial planning. The most important aspect of financial planning is discipline and consistency in allocating a sum of money each month for your financial plan.
The best way is to contact Bill Morrisons Group or one of our advisors. They would be most happy to assist you.
At Bill Morrisons Group, we strive to provide regular training on sales techniques, product information, customer service and industry trends and outlook. We believe that by equipping our advisors and our employees with the latest information, they would be able to share their knowledge and expertise with their clients.
Depending on your financial plan, you will get a comprehensive package of information. You are encouraged to meet with your advisor regularly for updates or to address any questions you might have.
Stay Invested, Stay Navigated
Billy Hii
Managing Director
EXPERTISE
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.
Kenny Suen
Principal Officer & Chief Marketing Officer
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.
Idi Irwan Zainal Abidin
Executive Director
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
