As a qualified lawyer and Trust and Estate Practitioner I incorporate a critical planning perspective (tax, estate, insurance etc.) to the wealth management process, with the aim of simplifying complex financial situations for high-net-worth individuals and families. With over a decade of international wealth management experience working with affluent individuals worldwide, I’m comfortable engaging with clients across the cultural spectrum and in speaking to the cross-border planning issues many encounter.

 

I believe in taking a disciplined approach to portfolio management with a longer-term methodology tailored to my clients’ unique circumstances and goals.  The team is proud to be able to provide expert advice and guidance to those we support and integrity, discipline and commitment remain the building blocks of the Southerland Wealth Management practise, day in and out.

Ned Southerland, BA, LL.B, TEP

Investment Advisor

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