Bessemer Trust is a private, independent multi-family office that oversees more than $200 billion for over 3,000 families, foundations and endowments. Founded in 1907, the firm has its headquarters in New York City, with 19 regional offices elsewhere in the world.

LGT Vestra is a London based investment management group that manages investments on behalf of private clients, intermediaries, charities, pension funds and institutions in the UK and globally. The firm employs ~350 people and manages approximately £20bn of assets. Role comprised of investment leadership, team leadership, portfolio management and business development in conjunction with private bankers/financial advisors. Key decision maker in asset allocation, stock selection and portfolio construction. Chief communicator of investment strategy and portfolio performance to clients and private bankers.Key Achievements:- Defined, managed and scaled the Central Investment Team into a team running $4bn of assets across USD, GBP, Euro denominated multi-asset portfolios compassing a range of risk profiles.- Team success was a key contributor to enable LGT Vestra to become one of the largest and fastest growing UK wealth managers.- Developed and introduced a structured investment process using strategic and tactical asset allocation for a range of model and bespoke portfolios. Incorporated quantitative data analysis into the portfolio construction process. Allowed the firm to win larger and more sophisticated pitches. - Model portfolios were first quartile over 1, 3, 5 years relative to their peer group.- Key contributor and voting member of the LGT Vestra main Investment Committee (7 voting members directing asset allocation of the entire $30bn AuM of the firm), International Equity Committee and Private Equity CommitteeMember of the LGT Vestra US Investment Committee - helping to implement house investment views in a tax efficient way for US connected clients.

Role comprised of portfolio management, business development and client relationship management. Key decision maker in asset allocation and stock selection.Key Achievements:- Managed ~70 UHNW discretionary portfolio’s with excess of US$800mn of assets. - Member of two key discretionary investment committees:- At a security selection level, co-chaired the European-wide 12 person Global Equity Group responsible for stock analysis by regional sector analysts.- At a strategic level, the only London-based portfolio manager who sat on the 6 person Global Wealth Strategy Committee which steered and coordinated tactical discretionary asset allocation across EMEA - directing ~USD6bn of assets.- Asset raising/business development, the Portfolio Manager responsible for supporting the 20-person Luxembourg private banking office covering Scandinavia and Northern Europe. Jointly covered London and Jersey-based clients, managing direct and private banker led relationships. Built strong relationships with Jersey & Guernsey based trustees.

Role comprised of portfolio management, business development and client relationship management. Key decision maker in asset allocation and stock selection.In 2012 defined, created and launched both a Global Equity Income and an Environmental Social and Governance (ESG) multi-asset discretionary portfolio offering with >USD200mn of AuM. Implemented two unique proprietary investment processes leveraging and coordinating resources across the entire bank.

Managing Partner responsible for partnership and hedge fund set-up, capital raising, stock selection, running of a model portfolio and build out of global clean technology and clean energy listed equity database.Key Achievements:- Established one of the most comprehensive global databases covering listed clean technology and clean energy companies.- Fund set up: responsible for every part of the fund set up from creation of the LLP to producing the investor pitchbook, structuring the UCITS III platform, choosing service providers to designing and writing the corporate website.- Deep relationships with global sell-side clean technology analysts, specialist clean tech research providers, private equity firms and corporate management.

Solely responsible for North American Equity portfolio management and stock selection, totalling $700M. Global Sector Analyst for Timber and Forest Products.Key Achievements:- Successful management of US$400M in segregated US Institutional funds and C$300mn of Canadian assets within EAFE portfolios.- Solid track record of achievement, marketing to existing and potential trustees and investors in North America and the UK.- Development and ongoing management of a far-reaching database containing over 1000 North American stocks incorporating various metrics, and price targets.

Responsible for off-shore private client portfolio base totalling US $40M. Co-managed Asian offshore Private Client base, totalling US$150M.Key Achievements:- Provided research coverage on the global financials sector reporting to the Head of Global Equities and the Global Sector Strategy Committee.- Successfully contributed to country level asset allocation decisions within the equities team responsible for tactical and strategic asset allocation for HSBC’s model private client funds.- Committee member on both the International and UK Stock Selection Committees and member of Global Sector Strategy Group.