Professional Biography
Just like training for a marathon, successful investing requires consistency, patience, and a clear strategy to reach your goals.
How do you describe what you do?
I advise UK and multi-jurisdictional complex families, entrepreneurs and family offices on investments. I have worked predominantly in private banking over the last 20 years in both client and senior management roles.
What's next for you professionally?
I am currently studying for the STEP postgrad TEP qualification.
What's the best piece of advice you've ever been given?
Always do your best.
What's your area of expertise?
With over 24 years in wealth management, mainly in private banking, I’ve held senior management and client-facing roles. I advise UK and multi-jurisdictional families and family offices on investment strategies and structuring solutions.
When you're not at work, what's your favourite thing to do?
I am a keen runner and regularly practice pilates to stay active. I'm also a member of a London-based wine club, where I have completed my WSET Level 2 certification.
What qualifications and memberships do you have?
- Chartered MSCI
- CMgr MCMI
- STEP Affiliate