OUR PEOPLE

Having been integral to the development of the firm’s Wealth Reporting service, Steve works with private clients and their family offices to deliver bespoke investment and financial reporting dealing with all aspects on the investment reporting spectrum, including private equity.

Steve also works collaboratively with clients’ financial and legal advisers on their often complex and multifaceted affairs across multiple jurisdictions and accounting regimes. Operating in this centralised position allows the coordination and dissemination of information required for key decision making.

Steve joined the firm in May 2001, having previously worked in the financial services sector predominantly in the financial markets on the trading floors of Barclays Capital and Westpac Banking Corporation. This experience has been invaluable as the wealth reporting service has developed its offering.


Expertise:

Private Client
Family Office
Wealth Reporting
Transaction Support
Outsourcing