Munich · Vaduz · Luxembourg · Milan · Lisbon · London · Edinburgh
Understanding the present. Shaping the future.
Thirty-eight years in asset management, investment strategy and product structuring. I advise families, investors and institutions on decisions where the financial question and the generational one cannot be separated.
38+
Years in the industry
€1.5B+
Throughout my career
7
European markets
Munich, Vaduz, Luxembourg, Milan, Lisbon, London and Edinburgh.
An international partner network across five countries.
Experience is not what you have seen.
It is what you have learned from it.
That is where families decide what their wealth is actually for, who will be responsible for it next, and what they are prepared to accept in order to protect it. I sit at that table as readily as at any other.
My work begins with that question. Only then does it move to structure, jurisdiction and instrument.
Wealth is not a number. Wealth is direction.
Structure, governance and continuity for families holding wealth across generations and jurisdictions.
Clarity on how assets are held, where they sit, and what that costs across the European jurisdictions I work in.
Turning an investment concept into a viable, properly governed structure that withstands scrutiny.
Introductions across my European network where there is a genuine fit, and candour where there is not.
Independent analysis on the questions you need answered, rather than the ones a research desk chose to cover.
One to one work with principals, founders and next generation family members on financial decision making.
Where I work
Sectors that will define the next decade.
My work relating to Ukraine runs across three strands: supporting Jeeps for Peace, engaging with the Sikorsky Challenge innovation ecosystem, and the capital side of reconstruction.
Progress is not an abstract idea. It is a choice made every day.
A strong investment opportunity rarely begins as a finished product. It usually starts with an idea, a market need, an...
For families and family offices, investment decisions are rarely only financial. They are often connected to legacy, responsibility, lifestyle, succession...
If you are weighing a structure, a jurisdiction, a generational transition or a question you have not yet had answered directly, I am glad to discuss it.
Why Long-Term Perspective Still Matters in Uncertain Markets
Uncertain markets have a way of making every decision feel urgent. Headlines move quickly, sentiment shifts, and investors are often...