Meet The Team

Managing Director and Asset Manager

Global Head of Advisers and HR

Swiss Market Technical Specialist

Executive Assistant, MLRO (MT)

Head of Paraplanning

Financial Planner & Investment Advisor

Financial Planner and Investment Advisor

Financial Planner & Investment Advisor

Data Analyst

Risk Manager and Financial Controller

Portfolio Manager

Acquisitions Manager

Head of Administration, MLRO (UK)

Financial Planner & Investment Advisor

Financial Planner & Investment Advisor

Financial Planner & Investment Advisor

Senior Coordinator

IT Administrator

Non-Executive Director

Group Head of Compliance

Operations Manager

UK Branch Representative

Investment Advisor and Senior Financial Planner

Financial Planner, Investment Advisor & Insurance broker

Financial Planner & Investment Advisor

Operations Analyst

CRM Developer