Director
CurrentAs Director and Chief Operating Officer at Sunforth, I oversee our strategic direction and manage day-to-day operations to deliver transparent and reliable wealth management solutions. With over a decade in the financial industry and an entrepreneurial track record since 2008, I’ve developed a broad skill set spanning operations, client relations, compliance, and technology. My experience working with global financial institutions and entrepreneurial ventures has given me practical insights into client needs and operational efficiency.Sunforth is a fund management company dealing with publicly traded equities. We also manage a Variable Capital Company (VCC), as well as single and multiple family offices, to further optimise our clients’ wealth with tax exemptions. At Sunforth, I focus on aligning our practices with core values of transparency, integrity, and long-term growth. This involves streamlining internal and sales processes, maintaining regulatory compliance, and leveraging technology to enhance the client experience. I am committed to ensuring that Sunforth remains a trusted, results-driven partner for our clients.