I started my career in banking at the age of 16 with Barclays because I figured out it was the only way I could continue to study for professional qualifications and get paid. During my 15 years there I progressed through retail, small business and corporate before finding my natural resting place in wealth management. I liked the idea of becoming the trusted advisor to wealthy families and decided to make this my speciality. In an effort to develop my skills as far as I possibly could, I embarked on a journey that saw me spend 4 years at Merrill Lynch and 15 years at Credit Suisse before joining Artorius in 2016. During this period, I honed my skills in private banking, investment banking and most importantly of all, in the live environment dealing with complex wealthy families.
For almost 25 years of my career I was lucky to work with Richard Algar, the founder of Artorius and we regularly mused about what clients were actually looking for from the wealth management industry. We worked out it wasn’t rocket science, they simply wanted a trusted advisor who could manage their affairs without the conflict created by corporate targets and strategy shifts. Most importantly, they wanted experienced individuals with high levels of emotional intelligence in addition to the technical product knowledge regularly flaunted by our industry, this cemented my move to Artorius.
Outside of work I am married with two grown up daughters. I’ve been a competitive cyclist since the age of 12 and still enjoy my time on the bike in the Yorkshire Dales. Whilst at Credit Suisse, I was heavily involved in their classic car program and this spawned a new passion for me which has seen me take part in classic rallies around the UK and Europe in my trusty old car.
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