Meet the Team

We’ve been there. We know what it is like to build a business from scratch, to own a family business and to navigate the investment management world to grow and preserve wealth. We work in partnership with our clients to achieve their specific goals and objectives.

Jamie Crawford

Group Head of WM

Chris Hall

Managing Director

Bronagh Martin

Compliance Manager

David Troy

Senior Wealth Manager

John Ramsay

Senior Financial Adviser

Rebeka French

Group Human Resources Manager

Sean Copp

Operations Manager

Gina Gouveia

Client Relationship Manager

Katie Lloyd

Marketing & Customer Services

Gail Poingdestre

Marketing & Customer Services