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Brian O’Connor
Chief Executive Officer
Our team of client advisers, wealth planners and investment professionals are dedicated to making our clients the focus of everything we do and achieve.
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Angus Jack
Founder & Head of Clients
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George Renouf
Chief Operating Officer
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Katy Forbes
Chief Investment Officer
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Christian Poziemski
Head Of Wealth Planning
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Jack Anderson
Head of Finance & Business Operations
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Hamish Macpherson
Senior Client Adviser
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Charlie Fletcher
Associate Adviser
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Duncan Arthur
Client Director
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Simon Lyons
Associate Adviser
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Thomas Simmonds
Adviser Assistant
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Connor Davidson
Investment Manager
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Paul Swan
Senior Investment Analyst
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Phoebe Barbour
Business Operations & Finance Analyst
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Kirsten Shuttleworth
Office Manager & Personal Assistant
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Alastair Macleod
Investment Consultant
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Mark Little
Consultant
