Experience

Saranac Partners

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Partner

  • Jul 2017 - Present

  I work within the team to provide Tax and Wealth Structuring support to our clients. This will include guidance on tax and legal issues around arriving or departing the UK; optimising wealth preservation in the UK; giving consideration to ownership of assets within and outside the UK and transferring assets to the next generation during lifetime and on death. Saranac Partners does not give tax or legal advice but work closely with third party intermediaries to achieve our clients' objectives. I work within the team to provide Tax and Wealth Structuring support to our clients. This will include guidance on tax and legal issues around arriving or departing the UK; optimising wealth preservation in the UK; giving consideration to ownership of assets within and outside the UK and transferring assets to the next generation during lifetime and on death. Saranac Partners does not give tax or legal advice but work closely with third party intermediaries to achieve our clients' objectives.



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• Managing Director

  • Dec 2012 - Jul 2017



Coutts

• United Kingdom
• Banking
• 700 & Above Employee

• Managing Director

  • Apr 2012 - Nov 2012



Credit Suisse

• Switzerland
• Banking
• 700 & Above Employee

• managing director

  • 2009 - 2012



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• managing director

  • Feb 2000 - Aug 2009



Coopers & Lybrand

• 1 - 100 Employee

• Manager

  • Apr 1998 - Jan 2000



PwC UK

• United Kingdom
• Accounting
• 700 & Above Employee

• Senior Manager

  • Aug 1989 - Jan 2000



Deloitte Haskins & Sells

• Trainee

  • Aug 1989 - Mar 1990