Jesse has more than 20 years’ experience in the financial services industry. His roles have covered financial planning, insurance broking and asset management. Jesse has worked with both retail and institutional clients, latterly as part of the team at J.P. Morgan Asset Management.
Stewart’s extensive financial services background over several decades spans many areas of the industry, including as founder/director of the successful Interdependence IFA Network. His numerous directorships and board positions include a current role with the taxation and financial advice division of the WAY Group.
Michelle has worked in financial services for more than 30 years’. A background in banking and accountancy, including with NatWest, has enabled her to provide a full range of funding, finance and strategic business advice to clients in many industry sectors. Her expertise in dissecting business plans of loan applicants and identifying any issues at the outset adds a valuable resource to the team.
Bartholomew is a
partner at Child & Child, where he advises on a wide range of corporate
transactions across numerous business sectors. Prior to joining Child
& Child, Bartholomew was a corporate/commercial partner at Fieldfisher for
a number of years, and had previously worked for Goldman Sachs and Freshfield
Bruckhaus Deringer, specialising in structured finance, derivatives and mergers
Nicki spent 15 years with UBS Global Asset Management. As Global Equities Portfolio Manager she was part of a team responsible for managing US$ 60bn institutional clients’ assets at its peak. Her role involved the identification of appropriate investment opportunities in global equity markets across all regions and sectors.
Nicholas qualified as a chartered accountant at Coopers & Lybrand (now PwC), later moving to Goldman Sachs, where he specialised in credit, market and regulatory risk. He has since worked in numerous market sectors in Africa and taken senior executive roles in portfolio companies of private equity groups and family office funds. He established himself as a global independent advisor in 2016.