An experienced international financial consultant with clients based across Europe, the Caribbean and the Middle East, Charlie has worked in the UK, Switzerland and the UAE. Interacting with his diverse client base from around the globe, he’s passionate about understanding your needs and nurturing your financial plans to achieve your goals.
Charlie’s career in financial planning started at Mamont Wealth’s Mayfair office, where he worked as an associate. From there, he became international business development manager at GWM – a role covering the Middle East and Far East regions.
In 2017 Charlie moved to Geneva to become an independent financial consultant, working with high-profile clients at organisations including the World Health Organisation, the United Nations and the World Economic Forum.
Charlie returned to London in 2020, where his focus became providing expert financial consulting on alternative investments for high-net-worth and sophisticated investors. Specialising in diverse asset classes—from Fixed Income and Private Credit to Rare Whisky and Private Equity—Charlie will work closely with you to identify options tailored to your unique financial needs.