Ken has responsibility for our private wealth clients. His diverse range of clients include high-net-worth families, single and multi-family offices, listed companies and SMEs. He delivers exceptional client experience.
A significant area of his work is advising individuals and families (and their family offices) for whom a key concern is succession of their wealth and family businesses down the generations with a view to stewardship, while also ensuring asset protection, privacy and tax efficiency.
Ken joined the business in 2018 after a decade working in the financial markets in investment advisory roles, which gives him an extensive understanding of our clients’ wider planning objectives.
Ken is a Chartered Wealth Manager with a Diploma in Private Client Investment Advice and Management and is a Chartered member of the Chartered Institute for Securities and Investment. Ken has recently been included in the peer nominated Global Elite directory as a rising star.