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
Wealth Intelligence Archive Lorem ipsum
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