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Mark is a Director in our Family Office Services team and has over 17 years of experience in the financial services industry with a particular focus on managing the financial and estate planning interests of HNWIs and UHNWIs. Mark has specific knowledge of the UK, Swiss and US markets, which he regularly visits, and the associated wealth management and estate planning needs of clients from these jurisdictions.
Mark began his career in 1999 with KPMG, where he qualified as a Chartered Accountant and gained valuable experience auditing significant sized financial institutions. He worked in the fiduciary services section of RBC Wealth Management between 2005 and 2016 before joining Crestbridge.