I have been in the financial services industry for over 39 years, working with high-net-worth individuals as well as developing and leading Private Banking and Wealth Management Businesses. During this time, I have covered all aspects of wealth management including estate administration , trust structuring and next generational planning ,and provided investment advice to ensure long term objectives are met.

 

I helped form and develop the NatWest Private Banking business and led the London North and East division as Regional Director to consistently deliver best in class performance across a balanced business scorecard.

 

In 2012, I moved offshore to head up the Coutts Crown Dependencies Isle of Man office and quickly built a strong performing team which substantially grew our Isle of Man footprint . In 2017, I moved to Jersey to Head up the Coutts Crown Dependencies front-line business and develop and launch a full digital banking proposition to complement the existing wealth management offering. 

 

Moving back to the UK in 2022, I continued to head up the Coutts Crown Dependencies proposition with particular focus on our international markets and UKRND offering.

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I specialise in enhancing business growth through client acquisition and retention, ensuring clarity of business objectives,  cultivating trusted relationships to foster long term client loyalty.

 

• Fellow of the Chartered Institute for Securities and Investment

• Level 6 PCIAM qualified .

• Recognised in the Spears top 500 for my work with High-Net-Worth Individuals.

 

I am now looking to use my experience, knowledge, and network both onshore and offshore to help individuals and Businesses develop and fulfil their objectives and growth aspirations.