I specialize in working with accountants and their clients. I qualified as a chartered accountant, and for many years worked in Tier 1 Chartered Accounting practices. I therefore understand the support accountants need and are looking for. For the last 18 years I have worked at major International Investment Banks and investment houses where I have gained invaluable insights into how markets work and how to infuse these two related disciplines together. My team are liquidity event specialists.Managing high net worth client assets tax efficiently, equity trading and option strategies, tailored structured solutions, hybrids, bonds, cash management, local and international markets, IPO's and placements, ETF's.
Listed skills include Portfolio Management, Banking, Strategy, Equity Trading, and 19 others.