With the backing of one of the world’s strongest banks, our team provides bespoke wealth management and financial planning solutions to our unique globally diverse clientele. This is achieved by bringing together an exceptional team with the knowledge needed to deliver a top tier experience across geographic boundaries. Our team believes life is service.

Portfolio Managers & Investment Advisors

Stephen Price, MBA, M.Phil, CIM

Senior Portfolio Manager & Investment Advisor

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345-929-9000 | LinkedIn

Filip Nikic, CFA, FRM

Investment Advisor

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Christian Gollnick

Investment Advisor

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345-925-4321 | LinkedIn

Gustavo Sancinetti, CFA

Investment Advisor

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345-525-0659 | LinkedIn

Mimi Majumder, M.Sc., MBA, CFA, CAIA

Investment Advisor

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345-325-4644 | LinkedIn

Salma Sadaf, BA (Hons)

Investment Advisor Associate

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Jordan Jones, B.Sc., M.Sc.

Investment Advisor Associate

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Terri-Lynn Brown

Investment Advisor Associate

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Jenna Alpuche, B.Sc.

Client Experience Associate

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