Bio
Experience
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Head of Sales EMEA
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Mar 2024 - Present
Building and scaling business across Europe, Middle East and Africa
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Wealth Management Group (Global)
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Worldwide
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Director
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2014 - Present
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Worldwide
WMG (Global) brings together professionals with a wide range of skills and experience accumulated over many years. With a focus on the investment requirements of expatriates and other international investors, the group has particular expertise in the areas of pension planning, portfolio management, savings and property.The single most important factor that WMG (Global) looks for when providing advice to our clients is the quality of institutions we recommend. There is simply nothing more important than identifying investment opportunities that combine attractive returns with impeccable quality and integrity.
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Senior Partner
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2014 - Present
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Other
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Phoenix Consultants Ltd
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Thailand
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Regional Development Manager
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Feb 2013 - 2015
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Thailand
Full range of financial planning and investment services including retirement planning, lump sum investments, portfolio management, savings planning for education expenses, UK pension transfers (QROPS), fixed rate investments, life cover, medical insurance, Will writing services and mortgage advice.
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Sales Director, South East Asia
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May 2012 - Dec 2012
Distribution of 5 leading investment funds through financial advisers and institutions throughout Asia and the Middle East.
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Business Development Director
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Jan 2011 - Apr 2012
Responsible for global distribution of the company's quant based investment funds.
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Senior Consultant
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2005 - 2009
Wealth management, savings and portfolio management consultant.
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Consultant - Financial Planning
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2002 - 2004
Wealth management, savings and portfolio management consultant.
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Riyad Bank
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Saudi Arabia
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Manager - Financial Planning
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2000 - 2002
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Saudi Arabia
Introduced and rolled out the financial planning process throughout the bank's network of 200+ branches. Introduced standardised portfolios, funds of funds and bancassurance product range.
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Saudi American Bank
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Saudi Arabia
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Senior Financial Planning Consultant
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1999 - 2000
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Saudi Arabia
Distribution of the first bancassurance products in the Kingdom of Saudi Arabia.
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Country Manager
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1991 - 1999
Set up a successful branch with 9 financial consultants.
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Education
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1979 - 1982University of Nottingham
BA (Hons), Industrial Economics -
Plympton Grammar School
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