Further to graduating Law, seemingly another lifetime ago, I am a Chartered Fellow of the Institute for Securities and Investments; having obtained the Private Client Investment Advice & Management Certificate, Investment Advice Diploma and the Diploma in Financial planning, plus a few others along the way.
In joining the team, I have now stepped up into the specialist wealth management arena in which Artorius operates and thrives. Prior to joining Artorius as Client Manager, for near on a decade I had been employed exclusively in the private banking sector, working with high net worth individuals and related entities. Notably positions with Barclays Wealth and most recently EFG Private Bank. Prior to this I occupied various operational roles within investment managers and investment platforms; consequently I have the benefit of knowledge and experience in the mechanics of all elements of wealth management and private banking processes, from back office through to front.
I have now been with my wife longer than I have been without her and together, despite their reluctance to stay that way, we have two young daughters. Time out of the office is divided between ferrying offspring to an ever-increasing number of clubs and, fixing a multitude of errors resulting from an ill-informed belief held that there isn’t a DIY job that should not be attempted
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