09/18/2025
He was executive director at J.P. Morgan Private Bank in the same city, and previously served as alternative investment sales and discretionary investment sales at Citi, after working in New York for Safra Asset Management as associate
09/17/2025
His experience spans business development, advisor recruitment, and leadership coaching across several wealth management platforms.
09/17/2025
He is joined by Kate Webber, chief solutions and technology officer at the Principles for Responsible Investment (PRI), whose career spans product and strategy leadership at Northern Trust, Calastone and BNY Mellon.
09/17/2025
She will work closely with clients and colleagues to deliver innovative and tailored solutions that reflect the increasingly global nature of wealth management today, aligning with the business’ long-term growth strategy in the UK.
09/16/2025
His work has also encompassed the design of philanthropic programs, governance frameworks, and guiding next-generation family members in leadership and succession planning.
09/16/2025
Backed by investors including TA Associates, Fairstone has roughly £20bn of assets under management, and a client base of more than 120,000 people.