John joined in 1984 and is Head of Business Development, working closely with the Private Wealth Management teams to facilitate and coordinate their business development efforts. Prior to his current role, John began managing private client portfolios in 1989, initially managing private client portfolios and trusts, before joining the dedicated charity team. In addition, John is a non-executive Director of a substantial private property company and is a trustee and treasurer of a charity. He has 29 years’ investment experience and is a member of the Securities Institute (diploma).

Richard is Chief Economist and responsible for the strategic framework that supports the investment teams. He joined in 2008. Since completing a Masters degree in Quantitative Economics, Richard has worked as a professional macroeconomist and market strategist in the City of London. Richard has 35 years’ investment experience.

Marco is a Wealth Planner and a member of the team within Private Wealth Management responsible for advising private clients on their pension planning and also on inheritance tax, CGT and income tax optimisation. Marco has over 10 years’ experience and holds the Diploma in Financial Planning.

Andrew is a Private Client Partner at Mills & Reeve. He focuses on providing trusts, Wills and related advice (e.g. Lasting Powers of Attorney) and assists clients with the succession of their wealth whilst minimising and managing risks such as family disputes, divorce in the family and tax. The Spears 500 (2015) lists Andrew as one of only ten UK based recommended Tax and Trust Lawyers.

Max joined in 2017 as part of the transfer of C. Hoare & Co.’s Wealth Management business, where he had worked since 2014. He started his career at Morgan Stanley & Co. International in London advising and broking to Scandinavian Institutions and Family Offices. He then focused on the British Isles as an investment adviser. After 8 years at Morgan Stanley, Max moved to Berenberg to start their London private banking business. Max is a graduate of the University of Sheffield in the UK and Allegheny College, Pennsylvania, in the US. He is FCA registered, holds the Private Client Investment Advice and Management qualification (PCIAM) and is a Member of the Chartered Institute for Securities and Investment. Max has 15 years of investment experience.