I joined Sionic after 27 years in the wealth management and private banking industry at UBS, Laing & Cruickshank, Merrill Lynch and Wise Speke. I have a strong track record in both product design and delivery as well as client facing roles. As a result I am well placed to advise firms on a broad range of topics affecting both larger private banks and smaller wealth management organisations.
At UBS I 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 my current role at Sionic, I am a Trustee of the Ocean Youth Trust and a member of the business leaders council for TeachFirst. I am Chartered Member of the CISI (Chartered Institute for Securities and Investments).