Investment Director - Strategic Distribution Partnerships
My career in the financial services industry started in 1983, initially in banking and trust services, then into Stockbroking in the mid-nineties.
joined the company as an Advisory Stockbroker in 2007 and was Head of our Jersey Stockbroking team for more than 10 years. In addition to providing advisory and discretionary services to a large portfolio of high value client relationships, I specialised in income-orientated portfolios. I also conducted our international business development activities, which enabled me to travel to numerous interesting places around the world. This experience laid the foundations for my current role working with our domestic and international Intermediary client base. In this role I help to provide investment solutions to existing and prospective clients and formulate successful strategic partnerships.
I am a Fellow of the Chartered Securities Institute and South Africa Representative. I am alss a Member of our Business Development, Events and Fixed Interest Credit Committees.
A bit about me:
I have always enjoyed travelling. When in Jersey I like to keep fit through regular visits to the gym and walking on our lovely island. I also enjoy socialising with friends and watching numerous sports, particularly football and rugby.
What does can-do mean to me:
You could call it an ethos, an approach, or an ideology. We simply call it can-do.
Can-do is a mindset that encompasses a positive attitude and the ability to provide often complex, client driven, investment solutions.
+44 1534 708005
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