Experience

StratEx Group UK
• Financial Services
• 1 - 100 Employee
• Founder & Co-CEO

  • Jan 2021 - Present


The Private Investment Office

• Switzerland
• Financial Services

• 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.



StratEx Partners LLP

• Business Consulting and Services

• Partner & Co-Founder

  • Oct 2014 - 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



Brighton Capital Management

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Founding Director

  • Apr 2015 - Mar 2019

  Brighton Capital Management is a boutique firm of experienced, highly qualified wealth managers whose goal is to build enduring, long-term relationships in order to achieve the best financial outcomes for clients and their families. I remain an active stakeholder in the business. Brighton Capital Management is a boutique firm of experienced, highly qualified wealth managers whose goal is to build enduring, long-term relationships in order to achieve the best financial outcomes for clients and their families. I remain an active stakeholder in the business.


Embark Group
• United Kingdom
• Financial Services
• 200 - 300 Employee
• Co-Founder & Managing Director

  • Apr 2013 - Sep 2014

Barclays Wealth Management
• United Kingdom
• Financial Services
• 700 & Above Employee
• Head of Strategy & Distribution

  • Jan 2010 - Jan 2013

AEGON
• Financial Services
• 700 & Above Employee
• Strategy Consultant/ Programme Director

  • Jan 2009 - Dec 2009

UBS Wealth Management
• Banking
• 1 - 100 Employee
• Head of External Asset Managers (UK)

  • 2005 - 2009

Raymond James Investment Services
• United Kingdom
• Investment Management
• 200 - 300 Employee
• Director of Sales & Marketing

  • 2001 - 2005