Operations Manager

• Jan 2023 - Present

-Responsible for operational management for established vineyards and new vineyard establishment projects -Management of supplier relationships -Regular client engagement and communication on vineyard management/establishment progress -Ongoing organisation of vineyard clients’ requirements with respect to labour and supplies -Vineyard establishment project management -Supply chain logistics and management -Responsible for operational management for established vineyards and new vineyard establishment projects -Management of supplier relationships -Regular client engagement and communication on vineyard management/establishment progress -Ongoing organisation of vineyard clients’ requirements with respect to labour and supplies -Vineyard establishment project management -Supply chain logistics and management

Member Board Of Directors

• Mar 2021 - Present

Assisted with developing the Governance Framework including Conflicts of Interest policy, Code of Conduct and SafeguardingEstablished the Audit Committee Member of the Fund Raising Working group

Advisor To The Board

• Dec 2019 - Mar 2021

Cellar Door Host

• May 2021 - Dec 2022

Hosting tours and tastings. Presenting to groups on winemaking and the vinyard operations Service of food and wine at Albourne Supper Club Events and private tours and events Selling wine and the wine club to customers Hosting tours and tastings. Presenting to groups on winemaking and the vinyard operations Service of food and wine at Albourne Supper Club Events and private tours and events Selling wine and the wine club to customers

Partner

• Apr 2018 - Mar 2020

Working with Private Clients to develop comprehensive Wealth Management strategies Member of the St. James’s Place Foundation Committee in Hong Kong Consultant for Asian discretionary portfolio management business, developing local propositions Working with Private Clients to develop comprehensive Wealth Management strategies Member of the St. James’s Place Foundation Committee in Hong Kong Consultant for Asian discretionary portfolio management business, developing local propositions

Managing Director, Head of Discretionary Portfolio Management, Asia

• Apr 2016 - Jan 2018

Member of the senior management team responsible for establishing a new branch in Hong Kong Led proposition development for client investment management for the Asian business Responsible for a team based across multiple jurisdictions and overseeing regulatory compliance Experienced in looking after international clients from multiple jurisdictions, with diverse wealth management needs Chair of the Asian Asset Allocation Committee Member of the senior management team responsible for establishing a new branch in Hong Kong Led proposition development for client investment management for the Asian business Responsible for a team based across multiple jurisdictions and overseeing regulatory compliance Experienced in looking after international clients from multiple jurisdictions, with diverse wealth management needs Chair of the Asian Asset Allocation Committee

Executive Director & Head of Investment Services (Discretionary) Asia

• Jun 2013 - Apr 2016

Member of the senior management team involved in the Asian business sale to Union Bancaire PriveeSupervised Key Client relationships and client retention during business sale Managed a team of portfolio managers and support staff located in Hong Kong and Singapore Responsible for delivering new business growth, client experience and projects within budget

Various roles in Private Banking & Investment Management

• Jul 1994 - Jun 2013

Last role Investment Director working with ultra-high-net-worth clients of the Coutts Private Office teamContributed to critical projects including new IT systems and regulatory changes Involved in mentoring and coaching colleagues. Qualified as an Accredited Interviewer at Coutts and Assessor for the RBS graduate scheme