I lead a team in providing comprehensive wealth management advice to affluent global families, entrepreneurs, business executives, foundations & non-profits.
An investment management veteran with more than 24 years of experience, I have successfully guided clients through many bull & bear market cycles and their subsequent full recoveries; I am confident in my abilities to help you navigate into future market cycles.
I manage concentrated, high-conviction global portfolios using my own proprietary technical analysis after screening companies for strong fundamentals. I am tactically-active in my strategy; my team & I roll up our sleeves and get to work doing deep due diligence on each and every company we invest in. We invest for the long-term but always conscious of short-term risks. Risk management is paramount. My personal wealth is invested in the same strategies as our clients; we are in this together.
We will listen carefully to you. Our wealth planning solutions are always custom-tailored to you and your family. Absolutely no cookie-cutter approaches.
I believe strongly that your "investor behaviour" plays a huge role in your success as an investor. Every elite athlete has an elite coach by their side. My promise to my clients is that I will be there to nudge you to do the uncomfortable things that will result in you being a better & stronger investor.
My team and I take great pride in being able to offer our clients an unmatched client advisory experience that is built on trust. We build deep and long-term relationships with our clients and their families; you are never just a number.
We may not be curing cancer but passionately proud that our work has made a huge difference in the lives of our clients, their families and the communities they support.