I have been overseeing the management of client’s investment portfolios and broader financial structuring arrangements since 2000 when I became fully engaged in the private wealth industry with Schroders.
My earlier working life at J Henry Schroder Wagg, where I started out as a bond trader, provided me with extensive experience in the use of derivatives for the management of equity and foreign exchange risk, which proved a valuable skillset when managing global multi-asset portfolios for private individuals.
I have formed excellent working relations with professionals in the legal, accounting, financing, private equity and property world, which I can help you access.
Hitherto I have been an approved person under the prevailing regulator’s regime since such requirements came into force and hold the relevant professional qualifications. I am now not regulated and will not be offering investment advice.