Isobel Coombs

Office Assistant & Receptionist
Vaishali Powar

Assistant Accountant
Georgina Farrington

Private Client Associate
Jim Wang

Financial Controller
Susanne Retallick

Business Manager
Sheetal Menezes

Content and Communications Manager
Jess Broons

Investment Operations
Makellan Bootes

Portfolio Operations Manager
Paul Grace

Investment Analyst
Emma Jeremiejczyk

Investment Operations Manager
Alex Lo

Client Advice Administrator
Simon Devlin

Senior Private Client Adviser
James Malkin

Private Client Adviser
Sarah Wang

Senior Private Client Adviser
Jenny Forbes

Senior Private Client Adviser
Wealth Intelligence Archive 2
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Debra Kuch

Risk Compliance and Governance Manager
Braith Morrow

Head of Advice & Compliance
Claudia Häger

Director (Since 2020)
John Alexander Bryson

Director (since 2006)
Murray Baird

Director (Since 2009)
Guy Strapp

Chairman
Anthony Starkins

Executive Director (since 1999)
Craig Shepherd

Chief Investment Officer
Sean Cash

Chief Executive Officer
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