Consultancy services to the UHNW and Private Office space.

• Vastly experienced in multi-asset investing, personally responsible for the due diligence, selection, management and reporting of sizeable assets encompassing Global Public Equities (directly managed and fund selection), Fixed Income (all managed in-house, including CLO’s and select direct lending arrangements), Hedge Fund selection, non-tech Private Equity (both direct and as LP’s) and Real Estate (via funds, club deals and J/V’s). • Highly trusted Executive Board Director of the main holding company, Seek Holdings alongside the Principal and CIO – each member with sole signatory authority. • Advisor and sounding board to the GP’s of Seek Ventures, the 3rd party capital backed Venture arm of the Family Office. https://www.seekventures.com/• Key contributions to the performance, asset allocation and strategic direction of the office as a member of the Investment Committee, including major involvement in the recruitment of key hires.• Maintained strategic focus and investment discipline, able to quickly filter out investment opportunities which did not fit the entrepreneurial DNA of the Principal.• LP Advisory Board member on several Private Equity investments.• Structured and negotiated multiple direct investments and joint ventures across Private Equity, Real Estate and Direct Lending. • Built an extensive network within the investment universe and achieved a solid reputation for integrity and capability around execution and due diligence with banks, funds and external stakeholders.• Valued and respected mentor to junior hires, balancing strong leadership, inclusivity, appropriate delegation and empowerment.

Equity sales - Institutional

Equity Capital Markets

Equity Capital Markets

Investment Management - Unit Trust accounting and pricing