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