BakLok Advisors
Hong Kong Central financial district at dusk

Executive and family office communications

We know what poor communication costs.

A coaching practice for senior professionals in finance, law and technology — and for the families whose names they carry into the room. The same person speaks in both. A single spoken exchange can decide an investigation, a board, a succession, or a negotiation months in the making.

FinanceLegalTechnologyFamily office

The experience behind our practice

The practice was formed inside the Financial Institutions Group of Hong Kong's largest bank — in the seat positioned in front of the regulator. Not for any wrongdoing. That proximity clarified a principle that now sits at the centre of the methodology: communication in high-stakes institutional settings is not polish applied to expertise. It is the architecture through which expertise reaches another person.

BakLok exists because of that proximity to consequence.

The principle

"What they communicate in the room is rarely the problem. How they communicate it, often is."

Individuals we have coached have worked at

  • Magic Circle law firms
  • Global investment banks
  • Leading asset managers
  • ASX-listed companies

In their words

Our senior team attended a tailored communications session that Paul put together. It was impactful, touching on some key points of improvement that I feel can really impact business outcomes. I recommend Paul as a communications coach for technology focused enterprises looking to improve the communication skills of their technical professionals.

Alan (Longbow) Cheung — Lead FSI Solutions Architect, Hong Kong & Greater Bay Area · Client, February 2024 · LinkedIn · All recommendations

The lineage

The methodology was not formed in a training room. It was built across three consecutive phases, each one raising the altitude.

  1. 01

    Institutional proximity

    Client, principal and regulator-facing decision-making and communications. 13.5 years across commercial banking, debt and equity markets, private-market growth companies, sovereign-wealth asset allocation and global health-insurance brokerage — spanning Australia, Hong Kong and Shenzhen.

  2. 02

    Formation under pedigree

    Trained by a decorated Queen Elizabeth II equerry, a Goldman Sachs COO and a Morgan Stanley EMEA Head of Talent Development. The same origins that power global firms such as Black Isle, Templar Advisors and the Hatwell Group.

  3. 03

    BakLok Advisors

    A practice founded to carry that methodology — without dilution — to those in finance, law and technology and to the families and offices behind them. Mentoring built through engagements with top private equity, investment bank and hedge-fund clients and a marquee engagement with a global financial-infrastructure provider.

On inquiry

Each engagement is reviewed and accepted individually.

Availability is structurally limited. That is not positioning — it is arithmetic. Depth of engagement requires time, and time is finite. Enquiries from organisations, individuals and families are all reviewed — with the same discretion. There is no standard pathway. All enquiries are reviewed personally.

Begin an enquiry →