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I joined W1M from the 1762 division of RBC Brewin Dolphin, where I had been since May 2018. There, I played an instrumental role in establishing its private wealth proposition, which provided access to a wide range of wealth management solutions. Serving as the firm’s Operations Director, I was responsible for managing the UHNW advice-led service, before moving to become Chief of Staff. Prior to 1762, I worked at Baird & Co as its Chief Operating Officer and at C Hoare & Co as Head of Portfolio Management. I completed my MBA at the Columbia University in the City of New York.
I joined W1M in 2022 as a Consultant to the US Wealth business.
I worked for the American firm Prudential Bache for 21 years in New York, Melbourne, and London.
In my last position there, I was the Chief Operating Officer of Pru
Bache’s International Division, with offices in 16 countries worldwide.
In
1996 I became the Managing Director of Barclays Stockbrokers, and
enjoyed a very successful five years in that role before founding Seven
Investment Management in 2000 with Justin Urquhart Stewart. When I retired as CEO of that business, it had grown to over £14 billion in
customer assets.
Both my 35 years of experience as a US person outside the US, and my industry experience make for a good fit with W1M’s US Wealth business.