Experience

• 

  Ukv international ag

  May 2015 - Jan 2023

  Independent consultant

  Rare Wine and Whisky broker managing portfolios for Ultra HNWI’s in particular. Managing the largest accounts in the company with portfolios over £1mn plus on average.My ability to construct high-value portfolios whilst optimizing their returns across the board has allowed my clients to accumulate great levels of wealth and achieve their goals.Face to Face experience with 150+ clients under my management personally on behalf of UKV alone.Knowledge of financial markets and portfolio structuring is essential to clients diversifying into alternative areas. Using my market knowledge, people skills, well-humored nature, and approachable attitude have made me one of the industry leaders. Show less

• 

  Whisky by time

  Jan 2022 - now

  • Director

    Sept 2021 - now

  • Luxury Portfolio Manager

    Jan 2022 - now