Business Development Manager
With over 30 years in Private Banking in both the UK and in international markets, having worked with HSBC, EFG Private Bank, Merrill Lynch and others, Keith understands the challenges faced by private clients.
Keith’s work covers two important functions:
1. Support HR departments to deliver financial literacy coaching sessions for their staff
2. Support complementary service providers who don’t offer private client services around regulated financial planning and/or estate planning. We recognise you want to ensure your client is well looked after, and we can be your extension to provide that much needed multi-disciplinary support.