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.
- 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
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