10/09/2025 updated
100 % available
Experienced Investment and Private Banker and Private Office Founder
Thorpe Bay, United Kingdom
Worldwide
MA (Hons) Spanish & FrenchAbout me
Consultant and Project Manager to Family Offices, Private Clients and Entrepreneurs. Experienced banker with both corporate finance and wealth management experience. Proven business developer with an international network.
Asset ManagementMultilingualismBusiness DevelopmentCustomer Relationship ManagementBusiness Relationship ManagementServicio al ClienteConsultingFinancesEspañolFinancial AnalysisFinancial InstrumentFrenchNegocios InternacionalesInternational SalesInvestment Advisory
Wealth Management
Chartered Wealth Manager with extensive experience in private client investment advice and management, managing significant client portfolios and generating substantial revenue.
Business Development
Proven track record in developing business relationships with high-net-worth individuals, corporate executives, and entrepreneurs across international markets.
Private Banking
Specialized expertise in private banking services including prime residential solutions, real estate investment, and comprehensive wealth advisory for ultra-high-net-worth clients.
Financial Analysis
Strong capabilities in company valuation, financial analysis, and market monitoring for investment banking and wealth management purposes.
Client Relationship Management
Excellence in managing diverse client relationships from corporate executives to entrepreneurs, foundations, and high-profile individuals.
Multilingual Communication
Fluency in English, French and Spanish, enabling effective international business communication and client service.
Investment Advisory
Comprehensive knowledge of investment products and strategies for private clients, with formal CISI qualifications in various financial disciplines.
Chartered Wealth Manager with extensive experience in private client investment advice and management, managing significant client portfolios and generating substantial revenue.
Business Development
Proven track record in developing business relationships with high-net-worth individuals, corporate executives, and entrepreneurs across international markets.
Private Banking
Specialized expertise in private banking services including prime residential solutions, real estate investment, and comprehensive wealth advisory for ultra-high-net-worth clients.
Financial Analysis
Strong capabilities in company valuation, financial analysis, and market monitoring for investment banking and wealth management purposes.
Client Relationship Management
Excellence in managing diverse client relationships from corporate executives to entrepreneurs, foundations, and high-profile individuals.
Multilingual Communication
Fluency in English, French and Spanish, enabling effective international business communication and client service.
Investment Advisory
Comprehensive knowledge of investment products and strategies for private clients, with formal CISI qualifications in various financial disciplines.
Experience
Professional experience5 - 10 years
Freelancer since2015
Languages
EnglishNative speakerFrenchFluentSpanishFluent
Project history
Sourcing solutions for international UHNW clients including private client services (residential, relocation, immigration, legal, travel, art advisory), real estate investment, business consultancy, and fundraising for sustainable businesses and charities.
Co-managed a £285m client book generating £2.7m p.a. revenue. Led business development within a team of 4, serving diverse clients from corporate executives to foundations. Leveraged international networks to secure new clients, including key South African market introduction.
Nominated Top 20 Most Up and Coming Private Banker by City Wealth 2009. Managed a £27m book with significant pipeline traction. Focused on entrepreneurs and corporate executives, leveraging M&A experience and investment bank connections.