Experience

Sequent Group

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Head of Wealth Planning

  • Mar 2019 - Present

  1 March 2019 saw the launch of Sequent as successor to Rothschild Trust Sequent provides wealth structuring and fiduciary administration services to successful global families. The name Sequent signifies continuity and succession which is important to our clients. The name Sequent will replace the name Rothschild Trust in all jurisdictions but it will not otherwise affect our client relationships. Our commitment is to maintain client service levels is paramount. As Head of Wealth Planning at Sequent I am based in the London offices of Sequent (U.K.) Limited (formerly Rothschild Trust Corporation) but work with our Wealth Planning and Administration teams globally. Our administration businesses namely Sequent Switzerland, Sequent Guernsey, Sequent Singapore and Sequent North America also remain under the same management and with the same teams committed to client excellence Our unique offering and heritage distinguishes us from other trust and fiduciary groups. We retain our commitment to fully compliant bespoke structures designed to meet the needs of international families for succession and protection of assets. We provide these services using the unique culture, values and dedication to client service that we evolved as part of Rothschild & Co. We look forward to continuing to work with our many friends in the legal, accounting and investment community around the world.



Rothschild & Co

• France
• Financial Services
• 700 & Above Employee

• Managing Director

  • Jan 2008 - Present

  Head of Wealth Planning - responsible for business development for trust and fiduciary relationships (with particular focus on US/Latin America and the UK) - responsible for maintenance of key client relationships - management of in-house legal team Head of Wealth Planning - responsible for business development for trust and fiduciary relationships (with particular focus on US/Latin America and the UK) - responsible for maintenance of key client relationships - management of in-house legal team



Speechly Bircham

• United Kingdom
• Law Practice
• 1 - 100 Employee

• Head of International Private Client

  • Sep 2001 - Dec 2007

  Responsible for the development of international private client tax and wealth preservation practice Responsible for the development of international private client tax and wealth preservation practice



Rothschild & Co

• France
• Financial Services
• 700 & Above Employee

• Director/Legal Counsel

  • Sep 1995 - Aug 2001