Kevin delivers strategic financial planning and tailored investment strategies to meet the unique needs of his clients.
Working in Financial Services across London, Geneva and the UAE has equipped Kevin with the necessary expertise to advise clients from all walks of life.
Given his extensive background, Kevin is comfortable advising clients on anything from basic wealth accumulation strategies through to complex cross-border private banking and estate planning solutions. As a result, Kevin has acquired a broad, international client base ranging from retail/professionals through to UHNW.
Kevin strives to build long-lasting relationships based on trust, transparency, and exceptional service with every client he works with.
Qualifications:
Economics & Finance: First Class BSc (Hons)
Chartered Institute for Securities & Investments: Level 4 qualified (Diploma in Financial Planning)
Series 65: North American Securities Administrators Association Investment Advisers Law . . Examination
Client Journey
Discovery Meeting
As a Financial Adviser it is so important to first focus on building a relationship of trust when sitting down with any new client. Only then can I truly understand what you want from your finances, and your future. This is the the focus of every introductory meeting, without exception.
Analysis and comprehensive proposition
Our introductory call will be followed-up with an official proposal deck outlining our conversation, the key areas you’ve asked me to focus on and the best solution for each of these. This process includes building a bespoke investment portfolio in-line with your expected returns and risk appetite, to optimize wealth creation over the long-term. It's imperative that every client of mine understands why I've recommended a solution and the importance of implementing it. Starting with basics through to the most intricate details, I'll explain the solution they’ve been presented with.
Implementation and ongoing management
Building and implementing a robust financial plan isn’t a single transaction. Providing ongoing support and services is arguably the most important part of the job. Rebalancing a portfolio, reassessing the current vehicles and structures remain fit-for-purpose, amending asset-allocation and the evolution of risk/capacity-for-loss throughout a client's journey are just a few key check-points that need to be constantly monitored. Not to mention the constant evolution of your personal circumstances. When I take on a client, it's always with the intention of working together for multiple decades.
Independence
As an Independent Private Banker representing a Multi-family Office, Kevin's independence is essential for individuals seeking personalized and unbiased financial management tailored to their unique needs. Kevin offers a range of bespoke services, as outlined below, without being beholden to any specific financial institution, ensuring recommendations are solely in your best interest. Independence means Kevin works directly for you, the client, rather than serving the best interests of any one institution.
Through Kevin's extensive list of trusted partners, he provides invaluable expertise and guidance for individuals seeking comprehensive wealth management services.
The Importance of Professional Advice
"So often I meet with clients who, on the surface of things, seem to be doing everything perfectly, but when I look under the hood they’re heading straight for the rocks. Unexpected capital gains tax, mismanaged portfolios, outdated investment vehicles, pensions putting income at risk of unnecessary tax, huge inheritance tax liabilities to countries they have no ties with, incorrect asset allocation, excessive and dangerous investments putting capital at risk of loss. These are just a few examples of the mistakes I see clients making day-in, day-out. Every single one of them is avoidable. If you want to check your trajectory then please reach out to schedule a complimentary meeting."