After reading law at university, Stephen commenced his financial training in the asset management division at NM Rothschild in London before being seconded to the central Bank of Papua New Guinea to manage their foreign exchange and gold reserves. He later worked in the international division at SG Warburg (now UBS) and a Swiss private banking and investment company. He established his practice under the St. James's Place Wealth Management Group in 2008.
Stephen's expertise includes the provision of investment advice including risk adjusted portfolio construction, income strategies, tax effective onshore and offshore investment structures, passing wealth onto the next generation, the financial protection of individuals and families (life assurance), retirement planning (pensions) and estate planning including inheritance tax mitigation.
For individuals and families requiring help to master their financial planning goals that includes UK or international dimensions, the team of experts headed by Stephen can help you achieve them.
Stephen was a Scholar of Dalhousie University Law School, Nova Scotia and is a graduate of Oxford University where he was the then heaviest man to row in the Boat Race.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.