Experience

TMGA Wealth Management

• Jersey
• Investment Management
• 1 - 100 Employee

• Senior Investment Director

  • Jan 2021 - Present

  Jersey With over 30 years of working closely with private clients, trustees and families, I have extensive experience in managing portfolios on a discretionary basis, aligned to clients’ risk profile and financial objectives. I have proven experience in building multi-currency investment strategies across global equity and capital markets. I am a Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager.



Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man)

• United Kingdom
• Investment Management
• 400 - 500 Employee

• Head of Wealth Management, Jersey

  • Sep 2018 - Dec 2020

  St Helier, Jersey Channel Islands, United Kingdom



Brooks Macdonald

• United Kingdom
• Financial Services
• 300 - 400 Employee

• Senior Investment Director

  • Sep 2011 - Sep 2018

  Jersey, United Kingdom



Morgan Stanley Quilter

• Senior Vice President

  • Aug 1998 - Sep 2011

  Jersey, United Kingdom



HSBC Retail Banking and Wealth Management

• Business Relationship Manager

  • Jun 1996 - Aug 1998

  Jersey, United Kingdom Group Distribution and Sales (Europe and Middle East)



Standard Bank Group

• South Africa
• Financial Services
• 700 & Above Employee

• Foreign Exchange Dealer

  • Sep 1994 - Mar 1996

  New York, NYC

• Foreign Exchange Dealer

  • Jan 1991 - Sep 1994

  Jersey, United Kingdom