Meet The Team

Managing Director and Asset Manager

Non-Executive Director

IT and Security Manager

Swiss Market Technical Specialist

Senior Administrator

Senior Financial Planner

Financial Planner

Financial Planner, Investment Adviser & Insurance broker

Investment analyst and operations

Financial Planner & Investment Adviser

Operations Analyst

Administrator

Director, Risk Manager and Financial Controller .

Portfolio Manager

Chief Marketing Officer

Senior Financial Adviser Manager

Investment Advisor and Financial Planner

Senior Financial Planner

Financial Planner & Investment Advisor

Business Systems Analyst

Investment & Operations Administrator

Client Services Associate

Senior Paraplanner

Administrator

Chief Operations Officer, Investment Adviser

Global Head of HR

Compliance Officer

Head of Administration

Senior Financial Planner

Senior Financial Planner

Acquisitions Manager

Junior Compliance Analyst

Financial Planner and Investment Adviser

Financial Operations, Investment Research Specialist

Paraplanner

Associate