Brian joined in 2004 and is Head of Credit in the Channel Islands. He is responsible for maintaining the credit worthiness of the loan book and development of new credit business. Brian holds CeMAP and IAC qualifications and is Level IV compliant with the Chartered Institute for Securities & Investment.
James joined in 2001 and is responsible for banking and execution-only relationships. James holds several financial qualifications including CISI Level 6 in Private Client Investment Advice and Management and is a Member of the Chartered Institute for Securities & Investment.
Richard joined in 2012 focusing on providing relationship management and investment advice, primarily to direct clients. He has over 10 years’ wealth management experience, managing high net worth clients and most recently managing two fund of hedge funds. Richard is a Chartered Member of the Chartered Institute for Securities & Investment.
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