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Paul joined Crestbridge in September 2015 as a director in the Family Office services business.
With over 20 years’ experience in managing the financial and estate planning interests of HNWIs and UHNWIs Paul has particular knowledge of the Latin America markets and regularly conducts visits to the region. A fluent Spanish and French speaker, Paul also has experience in servicing the wealth management and estate planning needs of clients from the UK, Germany, Switzerland, Jersey and the Netherlands.
Paul began his career as a statistician for a major UK charity before entering the finance industry in 1995 when he joined Abacus Financial Services, which was acquired by RBC in 2005.