Experience

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  Thesis asset management plc

  Sept 2004 - Apr 2007

  Portfolio manager

  Managed Private Client relationships and responsible for all aspects of investment of client assets. Also contributed towards the firm-wide investment process by sitting on both the collectives and direct equity committees.

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  Kleinwort benson

  May 2007 - Feb 2012

  Portfolio manager

  Responsible for managing investments and relationships for discretionary and advisory portfolios, for High Net Worth Private Clients, Trusts and Charities. Also contributed towards the Collective Investment Committee by regularly attending fund updates and presentations both domestically and internationally.

• 

  Quilter cheviot ltd

  Mar 2012 - Jul 2016

  Vice president

  Investment Manager for Private Clients, Trusts and Charities, managing and advising on bespoke discretionary investment mandates. Building AuM through word of mouth referrals and networking with other industry professionals and intermediaries.

• 

  Fisher funds

  Sept 2016 - Oct 2018

  Wealth management advisor

  Responsible for the provision of client investment advice, and maintaining and encouraging existing and new key client relationships.

• 

  Bank of new zealand

  Jun 2019 - Apr 2022

  Partner - private banking
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  The private office nz

  Apr 2022 - now

  The Private Office (TPO) is an independent Financial Planning firm specialised in the provision of tailored wealth management services.Since 2014, TPO has been providing comprehensive financial plans for a select group of private clients and we are proud to be the trusted advisor for many of New Zealand’s most successful families. We provide a boutique personalised experience and work on a collaborative basis to help our clients plan for the future and achieve their ideal lifestyle. Show less

  • Senior Client Director

    May 2023 - now

  • Client Director

    Apr 2022 - May 2024