Group Head of Family Office Services
Paul has over 20 years’ experience in servicing the wealth management and estate planning interests of numerous UHNWIs and their families from multiple jurisdictions and has specialist knowledge and experience in dealing with clients from North America, Latin America and the Middle East.
Paul also manages the new joint venture, Crestbridge Fiduciary LLC, a US joint venture with Willow Street.
Paul began his career as a statistician for a major UK charity before joining Abacus Financial Services Group, which was later acquired by RBC Wealth Management of which he later became a Department Head.
Paul is a Chartered Secretary and is fluent in a number of European languages.
24 June 2019 / Appointments
30 May 2019 / Insight
12 April 2019 / Awards
05 February 2019 / Awards
24 January 2019 / Awards
30 November 2018 / Awards