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

Zoho CRM Training and Support Specialist

Director, Risk Manager and Financial Controller

Portfolio Manager

Acquisitions Manager

Head of Administration, MLRO (UK)

Investment Advisor and Senior Financial Planner

Financial Planner & Investment Advisor

Financial Planner & Investment Advisor

Head of Business Development

CRM Developer

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