About me

I provide advice and investment management for high net worth individuals, families and small businesses with a strong focus on entrepreneurs and senior corporate executives. I have significant expertise and experience in working with my clients on preserving and growing their wealth. Focusing on each client’s unique situation, I assist with portfolio construction, asset allocation and investment management, as well as considering suitable structures and tax efficient solutions working towards their established long term goals.

Background/Experience

My career in wealth management started at the private banking arm of US investment bank Goldman Sachs, and later with a Swiss private bank Julius Baer and most recently with Fidelity International. During my 15 years of investment management experience, I have gained comprehensive experience of investment markets and the challenges investors are faced with in the short and long term.  I have managed portfolios with a variety of goals including; building financial security, maximising growth for future generations and income generation in retirement. Over the years I have also been able to stay close to my clients so they can take full advantage of opportunities presented by different market cycles and events.  I am a Chartered Wealth Manager awarded by the Chartered Institute for Securities & Investments (CISI) to recognise senior members in the retail sector at the pinnacle of their profession, and I also hold the Private Client Investment Advice & Management qualification, awarded by the CISI.

My interests

Outside of work I enjoy spending time with my young family with lots of outdoor activities.  You will also find me regularly at my local gym with a keen interest in wellbeing (I do however have a weak spot for donuts).

My areas of expertise

Contact me via the form to learn more about...