Meet The Team

Managing Director and Asset Manager

Non-Executive Director

Senior Financial Adviser Manager

IT and Security Manager

Senior Financial Planner

Financial Planner

Business Systems Analyst

Investment & Operations Administrator

Financial Planner & Investment Adviser

Operations Analyst

Paraplanner

Administrator

Associate

Director, Risk Manager and Financial Controller .

Swiss Market Technical Specialist

Head of Administration

Investment Advisor and Financial Planner

Senior Financial Planner

Acquisitions Manager

Junior Compliance Analyst

Financial Planner & Investment Advisor

Client Services Associate

Senior Administrator

Administrator

Junior Administrator

Chief Operations Officer, Investment Adviser

Portfolio Manager

Compliance Officer

Senior Financial Planner

Senior Financial Planner

Financial Planner, Investment Adviser & Insurance broker

Investment analyst and operations

Financial Planner and Investment Adviser

Financial Operations, Investment Research Specialist

Senior Paraplanner

Administrator

Associate