Our Management Team
Director of Operations
Provides a range of experience in the financial services industry that encompasses working with expatriates for more than twenty five years. David has lived in North America, Canada, the Middle East & South East Asia specifically dealing with the financial needs of expatriates throughout the world. He is also a member of the investment management team.
Senior Market & Investment Analyst
David is a member of the investment management team with a comprehensive range of experience in asset management in financial services industry specifically in the needs of the expatriate community.
Senior Manager Client Services
Administration & co-ordination of client accounts is very capably handled by Melissa. Her responsibilities also include the company seminar schedule in conjunction with our team of financial advisors.
Senior Executive Administrator
With a comprehensive background in the planning of wills, inheritance planning as well as international pension planning she is of great value to our Planning Staff in the minimisation of taxes & preservation of client assets.
Jerome Laurent is a valued and key member of our administration team. He has held various roles within the company including designer, programmer, database administrator and network administrator he is responsible for the administration of our website.