London, England, United Kingdom
I am an experienced Client Relationship Manager working in the ultra-high net worth Investment Management industry. I am a CFA Charterholder, a Chartered Member of the Chartered Institute for Securities and Investment (MSCI) and have a Bachelor of Commerce (Honours) degree in Financial Analysis and Portfolio Management from the University of Cape Town.
Corient is the world's largest non-bank wealth manager and multi-family office serving ultra-high and high-net-worth clients. Collectively, Corient is entrusted with more than US$500 billion of client assets. Stonehage Fleming became part of Corient on 1st June 2026.
AJM Asset Management Strategies is an independent financial consultancy providing comprehensive financial solutions for individuals. Some of the services offered included: financial and risk analysis for individuals, risk management, estate planning and management, tax structuring, wealth creation, investment management and retirement planning. As an independent financial adviser and wealth manager, I dealt directly with individual clients giving them advice and guidance on investments and long-term insurance.