Chief Executive Officer
David has 34 years of experience marketing wealth management products to institutions and professional intermediaries.
David has 34 years of experience marketing wealth management products to institutions and professional intermediaries.
Lorraine has accumulated over 30 years of relationship management & marketing experience in investment services working alongside professional intermediaries, legal advisers and trustees.
As an IFA for 10 years in the Middle East I was initially attracted by the best of breed fund range, providing key client solutions for IFAs and Wealth Managers.