Founder & Co CEO

• Jan 2021 - Present

Co-Founder & Joint Managing Director

• Jan 2016 - Present

The Private Investment Office (TPIO Ltd) is a highly specialised wealth management practice, established to serve the complex needs of successful entrepreneurs and HNW families. We deliver a proposition that encompasses wealth planning, bespoke investment management and private banking solutions, both onshore and offshore, in association with best-in-class partners. Significantly, we provide an integrated approach to business and family wealth strategies akin to traditional merchant banks. The Private Investment Office (TPIO Ltd) is a highly specialised wealth management practice, established to serve the complex needs of successful entrepreneurs and HNW families. We deliver a proposition that encompasses wealth planning, bespoke investment management and private banking solutions, both onshore and offshore, in association with best-in-class partners. Significantly, we provide an integrated approach to business and family wealth strategies akin to traditional merchant banks.

Partner & Co-Founder

• Jan 2016 - Present

StratEx Partners LLP is an entrepreneurial business consultancy providing a rare blend of strategic guidance and execution support to two distinct audiences: 1. Small and Medium Sized Enterprises (SMEs) – we help SME owners in a variety of industry sectors to identify and manage risk and growth opportunities in their business, to drive operational, financial and proposition improvements, which build intrinsic value for succession or tax-efficient business disposal. 2. Financial institutions and professional services firms – we provide guidance and support on business strategy, proposition and distribution to firms operating in the UK wealth management and private client value chain. Our clients vary in size and complexity from relatively small, owner-managed businesses to international organisations but share a common desire to move their business forwards and value independent, direct advice from hands-on professionals. Show less

Head of Financial Intermediaries

• Aug 2009 - Dec 2015

Leadership, management and coaching of a team of senior advisers and private bankers within a newly created Private Banking Division. Responsible for the creation, build, development and marketing of a new full-service intermediary proposition aimed at High Net Worth advisory practices, multi-family offices and wealth management companies. Leadership, management and coaching of a team of senior advisers and private bankers within a newly created Private Banking Division. Responsible for the creation, build, development and marketing of a new full-service intermediary proposition aimed at High Net Worth advisory practices, multi-family offices and wealth management companies.

Managing Director

• Apr 2009 - Nov 2014

Involved in strategic business development and growth of this prestigeous multi-family office. Involved in strategic business development and growth of this prestigeous multi-family office.

Group Head of Business Development

• Oct 2007 - 2009

UK Sales Director

• May 2005 - Oct 2007