Experience

Woodside Holdings Investment Management

• Singapore
• Investment Management
• 1 - 100 Employee

• Managing Director, Head of Origination and Client Coverage

  • Jul 2021 - Present

  Jersey Established in Singapore in 1959 and part of Nimoi Holdings, Woodside is a privately operated investment firm with a patient capital and partnership philosophy: ''our goals are precisely aligned with those of the clients we serve’’. Today, we work with a number of like-minded families and wealth creators who entrust us with the protection, management and administration of their wealth. Our Asset Protection, Asset Management and Asset Administration services offer clients the core… Show more Established in Singapore in 1959 and part of Nimoi Holdings, Woodside is a privately operated investment firm with a patient capital and partnership philosophy: ''our goals are precisely aligned with those of the clients we serve’’. Today, we work with a number of like-minded families and wealth creators who entrust us with the protection, management and administration of their wealth. Our Asset Protection, Asset Management and Asset Administration services offer clients the core components of wealth management, transparently and efficiently. Show less



Jubilee Sailing Trust

• United Kingdom
• Travel Arrangements
• 1 - 100 Employee

• Chair of The Board Of Trustees & Director of JST (Tenacious) Limited

  • Dec 2020 - Present

  Jersey The Jubilee Sailing Trust is a charity that changes lives through adventure and exploration onboard its tall ship, Tenacious. Its voyages are for people of all ages, backgrounds and abilities, giving everyone the opportunity to explore their potential through inclusive adventures at sea. Tenacious, is the only sea-going tall ship in the world designed, built and sailed by a mixed-ability crew. The Trust welcomes people of all abilities, including disabled people, those with mental… Show more The Jubilee Sailing Trust is a charity that changes lives through adventure and exploration onboard its tall ship, Tenacious. Its voyages are for people of all ages, backgrounds and abilities, giving everyone the opportunity to explore their potential through inclusive adventures at sea. Tenacious, is the only sea-going tall ship in the world designed, built and sailed by a mixed-ability crew. The Trust welcomes people of all abilities, including disabled people, those with mental health conditions or long-term ill-health issues, and the socially isolated. For over forty years, the JST has been changing lives, bringing people together in diverse teams where differences disappear and helping people achieve things they previously did not think possible. Show less



IoD Jersey

• Jersey
• Non-profit Organizations
• 1 - 100 Employee

• Chair of the Industry Sub-Committee & Member of the General Committee

  • May 2021 - May 2023

  Jersey IoD Jersey was founded in 1966 and has over 600 members from all sectors of the business community. It is presently chaired by Lisa Springate. The Industry Sub-Committee aims to be an inclusive and energetic voice for the championing of industry in Jersey for the benefit of the whole community. The committee pools the expertise of its members and, where appropriate, provides relevant data, information and membership opinion to inform debates, policy and decisions relating to Industry.



Barclays Private Bank

• United Kingdom
• Financial Services
• 500 - 600 Employee

• Director, Head of Family Office and Funds

  • Nov 2018 - Dec 2020

  Jersey Led the Bank’s Crown Dependency and the Isle of Man Family Office and the Funds team in Jersey; providing a holistic Private Client service, including banking, investments, foreign exchange and wealth structuring. Reporting directly to the Managing Director, Barclays Channel Islands, with matrix reporting to the Managing Director, Head of UK Private Bank. Representing the Family Office and Funds teams on the Country Management Committee, Jersey and Guernsey Business Risk Committee… Show more Led the Bank’s Crown Dependency and the Isle of Man Family Office and the Funds team in Jersey; providing a holistic Private Client service, including banking, investments, foreign exchange and wealth structuring. Reporting directly to the Managing Director, Barclays Channel Islands, with matrix reporting to the Managing Director, Head of UK Private Bank. Representing the Family Office and Funds teams on the Country Management Committee, Jersey and Guernsey Business Risk Committee and the Private Banking ManFo – responsible for 300+ employees. Chair of the Business Development Working Group; Client Forum and Diversity & Inclusion Committee for the Crown Dependencies. Delivering strategy, by adopting a collaborative approach with Fiduciaries, Corporates, Local Markets, Investments, Private Equity, Wealth Advisory and Commercial Real Estate to enable strong revenue growth, drive net new assets, increase market share and build consistent levels of profitability. Retaining long-term relationships with key clients and business introducers to increase the private client base and sustainable revenue generation. Leading the Diversity and Inclusion team in Jersey and representing at Group level. Show less



LGT – Private Banking und Asset Management

• Executive Director, LGT Bank (Hong Kong)

  • Dec 2016 - Nov 2018

  Hong Kong Led the new fiduciary team after LGT acquired ABN AMRO Private Bank, Asia, whilst consolidating the international team. Further developed the proposition, winning new mandates from a number of Fiduciaries, expanding the Family Office and UHNW client reach and increasing market share. Tailored bespoke wealth management, private banking, structured investment portfolios, treasury products, Lombard credit and special financing solutions to deliver creative and sustainable solutions for… Show more Led the new fiduciary team after LGT acquired ABN AMRO Private Bank, Asia, whilst consolidating the international team. Further developed the proposition, winning new mandates from a number of Fiduciaries, expanding the Family Office and UHNW client reach and increasing market share. Tailored bespoke wealth management, private banking, structured investment portfolios, treasury products, Lombard credit and special financing solutions to deliver creative and sustainable solutions for these clients. Collaborated with specialist teams, both locally and in multiple-jurisdictions across all segments, to ensure delivery of the objectives of the Bank, with a continued focus on the client’s ultimate needs, adopting strict adherence to cross board and risk controls. Mentored and coached team members to deliver a superior service, focusing on client acquisition and retention and in ensuring the delivery of objectives in line with Bank processes and procedures. Show less



ABN AMRO Bank N.V.

• Netherlands
• Banking
• 700 & Above Employee

• Executive Director, Regional Head International Clients Team, North Asia

  • Oct 2014 - Dec 2016

  Hong Kong Established autonomy and alignment of the International Clients Team with the Bank’s financial and strategic objectives to deliver new AUM growth and enhanced return on asset. Strengthened the capability of the team, through attraction and retention of talent; coaching and training team members to ensure successful execution of the Bank’s strategic goals through the delivery of a compliant, sustainable and trusted advisory service. Ensured close interaction with the coverage… Show more Established autonomy and alignment of the International Clients Team with the Bank’s financial and strategic objectives to deliver new AUM growth and enhanced return on asset. Strengthened the capability of the team, through attraction and retention of talent; coaching and training team members to ensure successful execution of the Bank’s strategic goals through the delivery of a compliant, sustainable and trusted advisory service. Ensured close interaction with the coverage Relationship Managers, Investment Counsellors, Product Specialists and Credit Advisory within the Private Bank, working together with the other functions such as our Commercial division and Clearing. Show less



Standard Chartered Bank

• Singapore
• Financial Services
• 100 - 200 Employee

• Executive Director, Asia Key Clients, Private Bank, Jersey

  • Jan 2012 - Sep 2014

  Jersey / London Relocated back to Jersey to lead the Jersey and London teams focused on clients residing in Asia and Asian clients residing in London – booking into Jersey and utilizing trust offering in Switzerland and Singapore Collaborated with the Wholesale Bank and developed a number of key Family Office relationships which I have retained (some of the most influential names in Asia with Global presence) and won the ‘One Bank’ award. In 2013, generated over 10% in revenue of the Jersey… Show more Relocated back to Jersey to lead the Jersey and London teams focused on clients residing in Asia and Asian clients residing in London – booking into Jersey and utilizing trust offering in Switzerland and Singapore Collaborated with the Wholesale Bank and developed a number of key Family Office relationships which I have retained (some of the most influential names in Asia with Global presence) and won the ‘One Bank’ award. In 2013, generated over 10% in revenue of the Jersey branch; outperforming the already established MESA, Africa and Europe teams. Developed client AUMs from US$500m (2008) to a level of >US$800m and total footings circa US$1bn.

• Senior Director, Private Clients, Singapore

  • Sep 2007 - Dec 2011

  Singapore Lead Senior Director with the start-up of Standard Chartered Private Bank and the acquisition of American Express Private Bank whilst continuing to manage Jersey Branch representative offices for Jersey in Singapore and Hong Kong. Retaining relationship management of key clients, developed proposition and delivered >50% growth year on year

• Various managerial positions

  • Jan 2003 - Aug 2007

  Jersey Moved from Lloyds to SCB to join a more internationally focused bank as at the time, Lloyds was moving away from international banking to focus on the UK domestic market. Initially I was responsible for client retention, business development and the sales activities carried out by the Northern European and then Asia teams based in Jersey, from a base of 1,000 clients and circa $300m in AUM. Travelling every month throughout N. Europe - including Russia and Scandinavia and then every… Show more Moved from Lloyds to SCB to join a more internationally focused bank as at the time, Lloyds was moving away from international banking to focus on the UK domestic market. Initially I was responsible for client retention, business development and the sales activities carried out by the Northern European and then Asia teams based in Jersey, from a base of 1,000 clients and circa $300m in AUM. Travelling every month throughout N. Europe - including Russia and Scandinavia and then every quarter to Hong Kong and Singapore. Deputising for the rep office heads in Hong Kong and Singapore during holidays.



The Wishing Wardrobe PTE Limited

• Non-Executive Director

  • Nov 2009 - Jan 2012

  Singapore Non-Executive Director of a dressing up clothes business founded by my wife in Singapore, for young children with unlimited imagination...



Lloyds Banking Group

• United Kingdom
• Financial Services
• 700 & Above Employee

• Manager, International Client Aquisition Management, Lloyds TSB Offshore Private Banking Ltd

  • Jul 2001 - Dec 2002

  London, United Kingdom Relocated to London to manage an initiative to familiarise UK Private and Commercial Banking with Offshore Banking products. Travelling throughout the UK to each regional office to present to senior bankers and heads of department. Also responsible for managing a sponsorship program with Sunseeker XS Racing to generate new leads for the business from other sponsors. Travelling out to each race held throughout Europe and entertaining UHNW private clients and senior management of the bank… Show more Relocated to London to manage an initiative to familiarise UK Private and Commercial Banking with Offshore Banking products. Travelling throughout the UK to each regional office to present to senior bankers and heads of department. Also responsible for managing a sponsorship program with Sunseeker XS Racing to generate new leads for the business from other sponsors. Travelling out to each race held throughout Europe and entertaining UHNW private clients and senior management of the bank and its corporate clients.

• Senior Vice President, Lloyds TSB Pacific Limited

  • Jan 2000 - Jun 2001

  Hong Kong Expatriated to Hong Kong to acquire new clients and provide relationship management to a diverse range of existing HNW individuals, including both Chinese and Expat executives, professionals and entrepreneurs based in Hong Kong, Shanghai, Beijing and Taipei. Travelling frequently throughout the region. Assisted the Head of Private Banking Hong Kong, in the establishment of the rep office in Shanghai.

• Financial Services Manager, Lloyds TSB Bank (Jersey) Limited

  • Sep 1997 - Dec 1999

  Jersey Promoted to team leader of the Northern European offshore sales team based in Jersey, providing regulated cross border financial and investment advice to members of the Overseas Club living and working in this region. Involved frequent travel to Northern European countries including Germany, Switzerland, Austria, Czech Republic, Poland, Hungary, The Netherlands, Scandinavia and Finland

• Chair of Lloyds TSB Bank (Jersey) Limited Sports and Social Club (350+ members)

  • Jan 1994 - Dec 1997

  Jersey Elected Chair of the Bank's sports and social club (350 members) in Jan 1995, and was made responsible for making sure that each meeting was planned effectively, conducted according to the constitution and that matters dealt with were in an orderly, efficient manner. Reported directly to the CEO (Offshore Banking) for matters relating to the club's annual budget. The role of Chairman also involved regularly reviewing the committee's performance and identifying and managing the process… Show more Elected Chair of the Bank's sports and social club (350 members) in Jan 1995, and was made responsible for making sure that each meeting was planned effectively, conducted according to the constitution and that matters dealt with were in an orderly, efficient manner. Reported directly to the CEO (Offshore Banking) for matters relating to the club's annual budget. The role of Chairman also involved regularly reviewing the committee's performance and identifying and managing the process for renewal of the committee through recruitment of new members.

• Regulated Mortgage / Financial Adviser, Lloyds TSB Bank (Jersey) Limited

  • Jan 1995 - Aug 1997

  Jersey Lloyds Bank and TSB Bank merged in 1995 to create Lloyds TSB Bank After passing the necessary regulatory exams, I structured a number of bespoke mortgages for a wide range of customers, providing advice on their financial matters and recommending suitable products from the bank's product suite.



TSB Bank

• United Kingdom
• Banking
• 700 & Above Employee

• Manager's Assistant, TSB Bank (Jersey) Ltd

  • Jan 1992 - Dec 1994

  Jersey Following successful bank clerking/cashiering, I was made Manager's Assistant to assist in the management of processes, services, daily tasks and duties of the manager of a particular function. Various positions including: Manager’s Assistant (MA) to the Senior Commercial Banking Manager; MA to the Senior Manager Lending & Financial Control Unit and MA to Chief Manager Retail Banking. Involved frequent travel to the other Channel Islands and London.

• Bank Clerk / Chief Cashier, TSB Bank (Jersey) Ltd

  • Sep 1987 - Dec 1991

  Jersey Bank Clerk duties included the handling of customers and their financial transactions through bank clerical functions, serving as the primary point of contact to bank customers. Educated customers on bank products and services. Chief Cashier duties were to perform physical verification of cash at the end of the day, reconcile with banking records and manage >20 cashiers.