Christopher Southgate Email & Phone Number

Marlow, Gb

Corporate consultancy for start-ups, SMEs / Corporate finance / Non-executive director / Introductions to specialists (lawyers, accountants, consultants, insurance brokers, marketing, advertising, bankers, lenders, investors)

Champaign, Illinois, Us

Healthcare needs are changing. With rapidly changing demographics and strained healthcare budgets around the globe, the need to empower individuals to take back control of their health is greater than ever. SaaS digital health platform of licensable technologies powering a range of applications using smartphones, tablets, laptops and more - helping people across the world to look after their health and to seek medical advice at the onset of illness. Our technologies provide health and wellness assessment and advice customized for each individual. White-labelling available.Talk to me about strategic partnerships.

Providing independent consulting services for international clients. I have over 30 years' worth of international private banking experience and have a wide range of global contacts⇒ trust protector services⇒ wealth planning⇒ insurance and lending solutions⇒ investment⇒ retirement⇒ insurance and lending solutionsGrowing each client relationship to obtain referrals and acquire multi-generational wealth.

Nassau, Bs

I work closely with IPG Family Office Limited, Nassau, Bahamas. IPG is an independent estate and inheritance planning consultancy, assisting professional intermediaries in the structuring of their clients’ affairs. ⇒ family office services⇒ trustee and private banking services

Nassau, Bs

I introduced clients to the bank and assisted in marketing the new venture.I continue to have an active business relationship with the bank and its principals, two of whom were instrumental in the growth of EFG International, the group I worked with from 2006 to 2015.Capital Union Bank Ltd ("CUB") is an independent private banking institution, incorporated in the Commonwealth of The Bahamas. CUB offers a comprehensive range of private banking & portfolio management services. It was founded in 2013 by a group of renowned financiers & entrepreneurs who have dedicated their careers to providing first-class innovative tailor-made solutions to the wealth management industry. Amongst the 140 banks operating in the Bahamas, CUB is one of the very few truly independent and privately owned boutiques directly supervised by the Central Bank of the Bahamas. www.capitalunionbank.com

Zürich, Ch, Ch

I was approached by senior management of EFG Bank in Switzerland to join them and help to develop EFG Bahamas as the first CRO hired in Nassau shortly after its establishment. I did and quickly built a portfolio of private clients with assets under management of more than USD 300 million. I travelled regularly to countries around the globe to visit advisers and clients, with relationships in North America, the Caribbean, Europe, Russia, Middle East, Africa and elsewhere. I left on good terms in 2015 and still maintain a business relationship with EFG. www.efginternational.com EFG has a history of entrepreneurship that dates back to when it was established in 1995. A former start-up, it has grown and developed into a global bank. A key driver of this success is the fact that Client Relationship Officers have always viewed themselves as entrepreneurs who serve their clients. They are passionate about cultivating long-term relationships that are founded on trust and they offer hands-on solutions. EFG Bank & Trust (Bahamas) Ltd is part of the global family of private banking businesses of EFG International and offers a full range of banking, investment and trust services. Clients of EFG build a relationship with a professional of the highest calibre.⇒ Managed private banking business within the structure of the bank

UEB (Switzerland) acquired the business of Apax Bank & Trust in December 1997 and created a subsidiary, UEB Nassau. As the former Managing Director of Apax Bank & Trust, I was asked to join as a Senior Private Banker and Head of Business Development. I was responsible for all client relationships and development of new clientele. Clients were located globally and the position entailed substantial travel.UEB (Switzerland) at that time was a joint-venture between BNP and Dresdner Bank. It eventually became a wholly-owned subsidiary of BNP Paribas.After I left in 2006, my client base followed me to EFG Bank & Trust.⇒ trustee and private banking services

Private bank owned by two European families, founded in 1986 just after I joined the group in London, where I worked for the majority shareholder of the group. I became a director of Apax Bank & Trust in the early 1990s. In 1995 the owners decided to restructure and eventually sell the business. I moved from Guernsey to Nassau in 1996 in order to restructure the group, closing the businesses in London and Guernsey (of which I was the Managing Director) and consolidate the business under Apax Bank & Trust in Nassau, Bahamas. The business was sold to United European Bank in Switzerland who asked me to join the subsidiary in Nassau as the Senior Private Banker and Head of Business Development.The group also migrated a multi-class investment fund from Guernsey to The Bahamas. I was a director of those funds and have experience with regulated investment funds.⇒ Managing director of private bank leading the investment management, trustee and private banking teams

Guernsey Capital Management Limited was a subsidiary of the Apax group. I moved from the London business to Guernsey in 1988 and soon thereafter became managing director with 14 staff. The company was regulated by the Guernsey Financial Services Commission. ⇒portfolio management, fund management, securities trading, treasury management and fiduciary services. I was also a director of GCM Global Fund, a Guernsey-regulated class fund promoted and managed by the company (administered and custodied by Credit Suisse).I left in 1996 in order to move to Nassau, Bahamas in order to consolidate the group there as the managing director of Apax Bank & Trust.

I joined Apax International in London in November 1986. The group was owned by two European families. The majority owner was based in London and I worked directly for him for the next 11 years. The minority partner was based in Geneva, Switzerland. I was hired initially as a portfolio administrator in London. Days after I joined, a bank was incorporated in Nassau, Bahamas and I became intimately involved with the administration of the bank, especially as client portfolios were held with the bank. The business could be characterized as a family office. As the business grew to include clients unrelated to the principals, an investment management and fiduciary services company was formed in Guernsey in the Channel Islands in 1988, at which time I moved from London to Guernsey.

This was my second contract position after moving to London in 1986. I was employed in a temporary position as a portfolio administrator.

This was my first contract position after moving to London in 1986. I was employed in a temporary position responsible for international securities reconciliations. The company had just been acquired by Citicorp and I was hired to clear 6 years of reconciliation discrepancies in their international (non-UK) securities settlements. I completed the exercise in two months. The managing director, an American from Citicorp, offered me a full-time posiiton, which I declined.

I joined the Employee Benefit Plans Department in Toronto as a Client Administrator repsonsible for a portfolio of corporate clients administering their corporate pension plans. I left the company in 1986 when I decided to move to London, England.

Bachelor Of Arts (B.A.), Finance, General

Secondary School Graduation Certificate