Phil is a qualified lawyer, and studied for his MBA at Kingston Business School. He has worked both on the corporate side and private client side of the financial services sector, specialising in investment management and estate and financial planning.
Graham has worked in the financial services industry for the past thirty five years. He started with the Clydesdale Bank in Scotland before moving to Lloyds Private Banking in Mayfair. Graham, as the investment manager, moved with a team of three other colleagues to Merrill Lynch International Private Client.
Vincent was previously an investment adviser at HSBC Bank for 7 years, where he looked after a business book of approximately £50M. In total Vincent has more than 15 years of experience in the financial services sector, which also included him working closely with accountants and lawyers when advising his corporate and private clients.
David joins Private Office Asset Management as a Business Development Director, introducing his offshore clients to the firm and our offshore wealth management partners, - and is currently studying the Chartered Insurance Institute’s Diploma (Level 4) in Regulated Financial Planning on his way to becoming an authorised and FCA regulated client adviser in the UK. David holds the Institute of Financial Services 'Certificate for Financial Advisers UK', and the Chartered Institute for Securities & Investments 'International Certificate in Wealth & Investment Management'.
A client of Private Office Asset Management since 2006, Louise possesses a keen interest in investment and financial matters. Louise is a successful businesswoman in her own right and last year sold her business “Love Reading”, which she co-founded. Prior to that Louise was Marketing Director for a leading publishing firm for 7 years, where she led a team of 7 staff. Louise is currently studying for the Chartered Insurance Institute’s Diploma (Level 4) in Regulated Financial Planning - on her way to becoming a qualified paraplanner to assist our IFA’s and Investment team in putting together client reports.
Sebastian graduated from Kingston University with BSc.(Hons) in Business management with Business Experience, - achieving a 2.1. Having joined the firm part time in 2015, Sebastian took up his position of Assistant Investment Manager in March 2019, where he works directly for Graham Crawford our Investment Director. Sebastian is currently studying for the Chartered Institute for Investment & Securities Level 4 Investment Advice Diploma (Securities). Sebastian enjoys classic cars, and regular drives his 1964 Triumph TR4 to classic car shows. He also enjoys rock music, - and in particular his annual trek to Donnington Park for the Download Rock Festival. But most of all he loves investments and research!
Michelle is an Associate Member of the Personal Finance Society (PFS) and is currently studying her exams en-route to becoming a para-planner. Michelle enjoys riding her horses, keeping fit and ballet.
Harry graduated with a 2.1 BA(Hons) from Bristol University Business School in Business Management with Accounting and Finance. Harry has concentrated his areas of study in mathematical finance, equity and debt analysis, portfolio management and statistics.
Visit our associated partner firms via the links below.
Private Office Asset Management Limited and Gladstone Morgan Limited have formed a Partnership to offer Individual and Corporate wealth management solutions to their clients and professional introducers via Gladstone Morgan Private Office Offshore, a trading style of Gladstone Morgan Limited, offshore Independent Financial Advisors.
Gladstone Morgan have 11 offshore wealth managers and support staff working across their offices in Hong Kong, Shanghai, Bangkok and Dubai.
Private Office acquired Austin Ryder Solicitors (established 1954) in 2018.
We provide legal services for Businesses & Individuals.
We have specialist teams working on the full legal aspects including Company Commercial, Real Estate, Dispute Resolution and Private Client.
Private Office Asset Management Limited and Simmonds (International) Financial Associates Limited have formed a Partnership whereby Private Office Asset Management provide bespoke investment management services to clients of Simmonds Private Office (Hong Kong) – which is a trading style of Simmonds (International) Financial Associates Limited.