Mandates

Mandates

A selection of recently retained assignments:

  • Head of Advice – UK Private Bank
  • Director of Family Office Services – Property Company PLC
  • Head of Product Development – UK Wealth Manager
  • Chief Investment Officer – Multi Family Office
  • Senior Private Bankers – Swiss Private Bank
  • Family Office Client Introducer – MFO
  • Head of Compliance – Wealth Management
  • Advisory Board – Wealth Management Organisation
  • Chief Investment Officer – Wealth Management Organisation
  • Scandi UHNW Private Banker – UHNW Private Bank (New Venture)
  • Chief Investment Officer – Investment Management Firm
  • Chief Financial Officer – Family Office
  • Senior Portfolio Manager – Multi Family Office
  • Senior Private Banker – Edinburgh
  • Chief Investment Officer (UK) – UHNW Private Bank (New Venture)

  • Business Development Director – Multi Family Office
  • Head of Investment Advisory – UK UHNW Private Bank (New Venture)
  • Team Leader – VC backed UHNW wealth management start up, London
  • Team of 7 Middle Eastern Private Bankers – International Private Bank
  • Private Banker – Manchester
  • Head of Middle East, Geneva – Private Bank
  • Finance Director – Private Bank
  • Desk Heads x 2 – UHNW Private Bank (New Venture)
  • Private Bankers x 7 – UHNW Private Bank (New Venture)
  • Deputy Head of Family Office – Top 5 UK Single Family Office
  • Relationship Manager – Multi Family Office
  • Family Office Team Build – NY/LON Family Office, Head, FD, Dir Sp Projects, Head of Foundation
  • Private Banking Team Build – Irish/UK Private Bank
  • Private Banking Team Build – European Private Bank
  • Private Banking Team Build UK Res Non Dom – International Private Bank

  • Head of Investment Management – UK Private Bank
  • NRI Private Banker – Mass Affluent, Channel Islands
  • Private Banking Team Build – Middle East & London – UK based Private Bank
  • Head of Research – European Private Bank
  • Head of Product Development – UK Private Bank
  • Head of Russia – International Private Bank
  • Senior Fund Manager – European Private Bank
  • Global Head of Wealth Management – UK Private Bank
  • Head of Russia – Tier 1 Global Investment Bank PWM Division
  • Head of Private Banking – European Private Bank
  • Head of Marketing – UHNW luxury property fractional ownership
  • Referencing Projects x2
  • Compensation Reports x2

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