What do all clients want?
A career of over twenty years in the City in various advisory roles has taught me that all clients (private and institutional) have one thing in common. They are ultimately looking for their advisers to deliver just two things: service and performance.
This is a relatively simple concept to grasp but one that must be constantly revisited and worked at to create strong, long lasting client relationships based on trust. I am committed to doing this for my clients.
I have also learned that where I choose to work can be an extremely significant determinant of my ability to meet my clients’ needs. Being independent, privately owned and solely focused on private clients makes Partners Wealth Management the perfect environment for me to help wealthy individuals and families achieve their financial goals.
My approach to advising clients is built around the principle of acting as their personal ‘Chief Financial Officer’. I co-ordinate an expert team of specialists to deliver sophisticated advice to guide every aspect of their financial affairs. My aim is always to create a structured plan to meet specific goals and which results in peace of mind for my clients.
I have previously worked at UBS Wealth Management for 11 years as a senior advisor to entrepreneurs, senior executives and professionals. Prior to this I spent 10 years at HSBC in the Investment Bank and Investment Management businesses as an equity analyst and fund manager, respectively. I am a Fellow of the Chartered Institute for Securities and Investment.
Away from the office, I enjoy time with my family trying to balance a personal preference for being outdoors (skiing, walking, surfing and running) with my children’s desire for more sedentary screen based pursuits.
I would welcome the opportunity to discuss your unique set of financial circumstances and needs to see if I can help.