WEALTH MANAGEMENT & PRIVATE BANKING

Advisory Board

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  David Green

  Chief Executive Officer -, C. Hoare & Co

  David Green

  Chief Executive Officer -

  David is a Chartered Accountant (FCA) and Fellow of the Institute of Directors. He has over 30 years broad based commercial and financial management experience principally in Financial Services, covering retail, wholesale and private banking. Currently he is CEO of C. Hoare & Co having previously spent nine years as CFO and four years as Deputy CEO. This highly regarded private bank has deposits of c.£4bn., and further assets under management of c£2bn. He is also an NED with a fast growing challenger bank. He has considerable hands on experience in dealing with regulatory matters (inc. ICAAP, ILAA, CFP, RRP, Remuneration), risk and treasury management. David’s employment history prior to C. Hoare & Co includes TSB Group Director of Planning; Midland Bank senior management roles in London and Brazil covering finance, business planning and corporate finance; management consultant with KPMG. A spell outside of financial services included FD of private equity backed TV production business, and 7 years with the BBC culminating as CEO of BBC Resources.

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  Jonathan Polin

  Group Chief Executive Officer, Sanlam

  Jonathan Polin

  Group Chief Executive Officer

  Jonathan joined Sanlam in 2015. As group chief executive officer he is responsible to the Board for the development and delivery of UK group strategy. Before joining Sanlam, Jonathan was group chief executive at Ashcourt Rowan Plc where he transformed the business from a loss making entity with a market cap of £22 million to a business worth £129 million. Prior to this he was sales and marketing director at Ignis Asset Management. During Jonathan’s time at Ignis he was responsible for building its third party business in institutional, wholesale and retail markets in the UK, Europe, Asia and the US. He was also the architect of the highly successful joint venture strategy. Jonathan was on the Board of Ignis and each of the joint venture businesses and offshore companies. He began his financial services career with Prudential in 1992, having spent the previous 12 years in the Army. In 1994 Jonathan took up the position of managing director UK, European and Middle Eastern sales at Aberdeen Asset Management.

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  StJohn Gardner

  Head of Investment Management, Arbuthnot Latham & Co Ltd

  StJohn Gardner

  Head of Investment Management

  StJohn joined Arbuthnot Latham & Co. Ltd in 2005 to establish a new investment proposition designed to eradicate conflicts of interest between client and firm and to embrace a broader range of asset classes and investment styles to appeal to HNW and sophisticated investors. Arbuthnot now offers collectives and direct based portfolios in 3 currencies across the risk spectrum managed in the traditional ‘top-down’ or ‘asset allocation’ manner. The firm has also developed an alternative range of portfolios with an emphasis on research driven thematic selection & investment. StJohn was previously at Merrill Lynch where he was the Director and Head of the UK Managed Fund Service and prior to this was deputy to the Chairman of a Private Bank having spent 10 years in the Lloyd’s of London insurance market where he was latterly Director of 3 underwriting agencies. StJohn has over 30 years' experience within the Financial Services industry and is qualified in investment management (FCSI – Chartered Wealth Manager), insurance (FCII - Chartered Insurer), financial planning (DipPFS) and has an MBA from Cranfield School of Management.

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  Paddy Lewis

  Head of Investment Products & Services, UK & Jersey, UBS Wealth Management UK

  Paddy Lewis

  Head of Investment Products & Services, UK & Jersey

  Paddy is the Head of Investment Management for UK and Jersey at UBS Wealth Management. He has over 20 years' experience of discretionary investment management for private clients, charities and pension schemes. His career began at Wise Speke and Merrill Lynch, before becoming a director as Laing & Cruickshank. He joined UBS through its acquisition of Laing & Cruickshank, working as an Investment Director in the Newcastle and London offices. He holds the Certificate in Private Client Investment Advice and Management. less

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  Nick Tucker

  Head of UK Domestic, UBS Wealth Management UK

  Nick Tucker

  Head of UK Domestic

  Nick Tucker joined UBS Wealth Management in November 2010 as Head of UK Domestic. Prior to this, Nick ran the UK and Ireland business at Merrill Lynch Private Wealth Management and holds over 22 years of experience as a financial advisor, sales manager, branch head and segment head across locations as diverse as Monte Carlo, Sydney, Dubai and London.

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  George King

  Partner, MASECO Private Management

  George King

  Partner, MASECO Private Management

  George is a Partner at MASECO Private Wealth and a senior investment professional with 25 years of financial markets experience who advises high net worth families on their cross border financial needs. He spent the first decade of his career doing primary investment research, spending most of that time as an Institutional Investor -ranked analyst at Credit Suisse First Boston in New York. Though responsible for a range of consumer industries, his notable coverage was the dynamic TMT (telecom, media and technology) sector. The second half of his career has been focused on working with high net worth investor clients, principally with Alliance Bernstein (AB) and Royal Bank of Canada (RBC). Working in New York, Miami and London, George has experience advising a very broad range of investors around the world on investment strategy and portfolio construction, across all major asset classes and multiple currency regimes.