Office Location: London, United Kingdom
England and Wales, Switzerland, Monaco, Gibraltar, Jersey
Family Office
Private Banking
I am a Senior Private Banker with over 20 years experience looking after European and US private clients and their families. I provide advice to help them navigate the unique opportunities and challenges facing families of wealth and co-ordinate their financial affairs to ensure their wealth is sustained and aligned to their family ambitions. I help build a team around clients using other Private Client Global Elite members when required, combining the expertise of Coutts to build a flexible financial strategy designed to ensure wealth is suitably structured and that capital is used efficiently.
What is your favorite restaurant to take a client or colleague to?
Has to be the amazing Coutts dining rooms at 440 StrandWhat is the best piece of advice you have ever received?
Be reliable! Clients love that i am always on hand to help and guideWhat was your first job?
Serving Champagne at AscotWhat is the book you recommend to everyone?
The Silk RoadWhat changes do you expect to see in your practice over the next year?
I think there may be changes linked to new tax policies but we roll with the changes and embrace the chance to connect with our clients.