MEET THE TEAM

Our Role Is To Be Your Trusted And Longstanding Guide To Help You Find The Right Solutions.

What We Believe

Being Relevant In A Brand New World.

Means being absolutely committed to putting you centre stage. In a time of such rapid technological change, anything less than that, means inevitably being dispensable.

However, embracing technology to bring you the best of all worlds, seems like an enduring strategy to us.

Empowerment

We complement our advice with solutions that build your self-reliance. Our goal is to empower—not overtake—your decision-making. But only if that’s what you’re looking for.

Transparent

In a jargon-filled world, we prioritize clarity. Our approach is honest, direct, and built to earn trust—because transparency is the foundation of good advice.

Innovative

We adapt to change, stay open to progress, and remain grounded in experience. Innovation matters, but never at the cost of proven, reliable strategy.

Personal

Your life isn’t static—neither is our advice. As your goals evolve, we stay by your side, offering calm, consistent guidance through every transition.

Our Values, Your Advantage.
We’re financial freedom fighters.

Meet The Team

United Kingdom Office

Stuart Williams

Head of Compliance

Clare Joyce

Head of Operations

Ben Shepherd

Investment Operations

Simon Yau

Portfolio Manager

David Brimacombe

Chair

Chloe Thompson

Head of Operations

Paulina Marij

Investment Operations

Darragh Gallagher

Investment Operations

Nathan Dcruz

Chair

United Arab Emirates Office

Hugh Mcgrenra

Business Development Head

Roo Janda

Chief Projects Officer

Andrew Ryan

Financial Adviser

Giacomo Potena

Financial Adviser

Chris Hawtin

Chair

Ireland Office

Padraig O'Riordan

Financial Adviser

Sophia

Head Of Wealth Management

Sophia

Head Of Wealth Management

Sophia

Head Of Wealth Management

Spain Office

Andrew Gibson

Head of Wealth Management

Stephanie Goldner

Financial Planning Support

Malta Office

Edward Collins

CEO

Jesmar Haliday

Portfolio Manager

Anabel Mifsud

Insurance Director Malta

Adam Domenico

Independent Director

Naomi Riolo

Compliance Officer

Stephanie Vassallo

MLRO

Francesca Gauci

Risk Manager

Stephanie Pravaz

Operations

Meet The Team

United Kingdom Office

Andrew Ryan

Financial Adviser

Sophia

Head Of Wealth Management

Sophia

Head Of Wealth Management

Sophia

Head Of Wealth Management

United Arab Emirates Office

Andrew Ryan

Financial Adviser

Giacomo Potena

Financial Adviser

Sophia

Head Of Wealth Management

Sophia

Head Of Wealth Management

Ireland Office

Padraig O'Riordan

Financial Adviser

Sophia

Head Of Wealth Management

Sophia

Head Of Wealth Management

Sophia

Head Of Wealth Management

Spain Office

Andrew Gibson

Head of Wealth Management

Sophia

Head Of Wealth Management

Sophia

Head Of Wealth Management

Sophia

Head Of Wealth Management

Malta Office

Sophia

Head Of Wealth Management

Sophia

Head Of Wealth Management

Sophia

Head Of Wealth Management

Sophia

Head Of Wealth Management

Fancy A Chat?

Something in mind?
Let’s talk.

Wealth Planning Services

Our advisers have an understanding of complex planning affairs, which may be global, and will work with you to understand what you want from life and how to structure your finances to best achieve that.

Investment Management Services

We will arrange custody of your assets at one of the world’s largest custodians, whilst you will be able to download our bespoke cutting edge wealth management app with institutional grade portfolio management.

Who we work with:
- Individuals with £100,000 or more in investable assets. This includes pensions, ISAs, other tax-wrappers and cash available for investment.
- Institutions