Michael is a senior wealth manager, advising around 120 clients in the $75,000 to $2m invested assets bracket; Michael has a total of $20m under management. Brokering all asset classes – exchange-traded funds, equities, corporate bonds and gilts, within pension structures and private offshore investment platforms – Michael is an associate (ACSI) member of the Chartered Institute of Securities & Investments.
Michael likes to think about the bigger picture in everything in life – the people he’d like to spend time with, where things are going, where he wants to be, where the world is going and he tries to apply this to everything he enjoys! He believes life is short and we need to enjoy it. And that mean getting your finances in order, and keeping them running to a sensible plan!
Qualified to CISI Investment Advice Diploma level (UK Level 4 RDR compliant qualifications), with 6 years in financial services, Michael has significant managerial and business development experience in previous positions. Prior to moving into financial services, he was Commercial Director for a small business in the UAE for three years, responsible for all sales, marketing and business development.
Skills and expertise
- CISI Securities – September 2016
- CISI Investment Risk & Taxation – May 2016
- CISI UK Regulation & Professional Integrity – Mar 2016
- CISI UAE Financial Rules & Regulations – Jul 2014
- CISI Certificate in Wealth Management – Mar 2013
- CISI International Introduction to Investment – Dec 2012
- BA (Law) 1967 Cambridge
- MA (Law) 1972 Cambridge
Michael is engaged to Catherine and due to be married in Croatia in 2018!
He’s hobbies include sports, investing and travelling.
His favourite quote is:
If you will it, it is no dream
“Having moved from Italy to UAE almost 8 years ago and having changed my residency to Dubai involved me losing my future pension. I was approached by many “financial advisors” but I had always been sceptical towards this persons and their professionalism or true intentions. Until I met Michael. His attitude was completely different, he explained everything in detail never trying to push me. We had few meetings, we explored all the possibilities and we finally found the right solution for me. Once a month we meet and he is always patient to explain me things and clarified my doubts.. I would highly recommend Michael to anyone who wants savings or investment plan.” – Massimiliano P.
“Taking the plunge to invest my savings through Michael’s wise advice has been without any doubt one of the best decisions I have ever made. Michael is exceptionally professional and possesses an acute wisdom and knowledge in the world of finance that immediately puts you at ease. However it is also Michael’s warm and friendly manner that makes him and the team stand head and shoulders above other companies. Nothing is too much trouble and to have this financial guidance these days is fantastic. Thank you, Michael, to you and your team.” – Rebecca T.
“I required financial advice in relation to pensions and investments. Michael came highly recommended b a work colleague who had previously required similar services.
Michael proved to be professional and knowledgeable. His priority was to find the best options for my scenario and not just make another sale. I have found Michael to be very contactable and pro-active to any queries raised. I would highly recommend Michael to anyone who is looking at investment, insurance or pension options.” – James R.