Ireland
I am the Head of Wealth Planning at Quilter Cheviot Europe, leading a team based out of the Dublin office with a focus on Irish and European based clients. We are focused on achieving the best results possible for clients who allow us to manage their investments for them. Previously, I worked as a tax adviser in the private client space with KTA. As a firm we concentrated on advisory and compliance for private clients, focusing on once-off projects or longer term planning and an ongoing compliance service tailored to our clients' needs. My background is in accounting and finance, having qualified as an accountant in 2010 I spent over 8 years with Investec working in the capital markets area, both directly and as part of the finance department. As part of the prime brokerage front office desk, my focus was on the regulatory, liquidity, legal and client relationship areas but I started life as a financial controller with responsibility across all the capital market trading desks. I have a good understanding of and keen interest in how capital markets operate. The roles I enjoy all have a few things in common; clients, a complex issue to understand, the opportunity to learn a new skill, to try out a new process, a new business or the implementation of change. All of those things with one key ingredient; good people. I'm interested in a variety of sports as long as there is a ball involved! I've coached a couple of successful teams and enjoyed the challenge.
I have joined a new financial planning team at Quilter Cheviot Europe and am looking forward to working with both existing and new clients to find the best solutions to their financial planning and investment needs.
I worked in KTA as a tax adviser for private clients. I concentrated on advisory and compliance for private clients, focusing on once-off projects or longer term planning and an ongoing compliance service tailored to each client's needs.
I worked as part of a team providing prime brokerage services to a select number of clients. I was the primary Capital, Liquidity, Compliance, Risk, Finance, post trade Client Relationship and External/Internal Audit contact for the desk. My focus was working with the various stakeholders of the desk to achieve successful outcomes for each party. The roles I enjoyed the most all had a few things in common; a complex issue to understand, the opportunity to learn a new skill, to try out a new process or new business, the implementation of change, and good people.
Responsible for the accounting and financial control of the Capital Markets trading desks of Investec's Irish Branch.
Responsible for the accounting of various companies involved in the issuance and restructuring of BOI Debt.