Lewis Cohen

Areas of expertise

Lewis specialises in:

non-domiciles; offshore and onshore trusts; Personal Injury Settlements.

Experience

Lewis builds long-standing relationships and assists a broad range of clients in structuring their long-term goals and discretionary portfolios. He works closely with tax and financial planning professionals to ensure that all elements of a client’s wealth are considered.

Having lived and volunteered overseas, as well as being brought up in the Caribbean, this makes Lewis well placed to understand the complex nature of multi-currency, multi-jurisdictional mandates and he specialises in non-UK domiciled situations and managing a range of investment solutions both in the UK and other jurisdictions.

Lewis is also a member of the Serious Injury Investment Team; assisting lay, public authority and professional deputies with the wealth management and broader finances of this extremely vulnerable client base.

Notable client work and achievements

Lewis is often found travelling overseas to meet clients and is regularly invited to speak at various events to discuss the macro-economic situation and the impact on investment portfolios.

Professional qualifications and memberships

Chartered Fellow of the Chartered Institute for Securities & Investments (CISI)
STEP Affiliate.