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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  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.

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  StJohn Gardner

  Chief Investment Officer, SandAire Ltd

  StJohn Gardner

  Chief Investment Officer

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  Paddy Lewis

  Partner, Wealth Management, Sionic

  Paddy Lewis

  Partner, Wealth Management

  Paddy recently joined Sonic as a Partner in the Wealth Management and Private Banking practice. He has over 25 years Wealth Management experience working at UBS, Laing & Cruickshank, Merrill Lynch and Wise Speke. With a strong track record in both product delivery and client facing roles, he is well placed to advise firms on a broad range of topics. At UBS he held several senior leadership positions, latterly as UK Head of Investment Products & Services and was a member of the UK management team. In addition to his current role, he is a Trustee of the Ocean Youth Trust and a Member of the business leaders council for TeachFirst. He is a Chartered Member of Chartered Institute for Securities and Investments.