After 18 years in the City and a successful career in asset management selling investment funds into wealth managers and private banks in the UK & Europe, Marc has transitioned into wealth management recognising the importance of building strong client relationships and a pedigree investment offering.
Having established a solid network of professional clients, and being able to leverage off the investment knowledge he has gleaned over his career in financial services, Marc is focused on something he is passionate about - building trusted long-term client relationships, and helping his clients achieve their financial objectives.
With the pride and dedication that he places on developing solid personal relationships with his clients, he ensures that he offers a rounded, professional and principled service. Fundamentally, Marc sees his approach as one of problem solving for the client - rather than product-selling. As a result, having gone through a thorough and detailed analysis of their financial situation, his clients can expect to receive the most comprehensive and appropriate advice at all stages of their life.
Having enjoyed a successful career in the City since 1998, he holds a BA Hons (2:1) in Politics from the University of East Anglia, is a fluent Spanish speaker, and holds both the Investment Management Certificate and the Diploma in Regulated Financial Planning.
Outside of work, he is keen on all things fitness related including training in the gym, cycling, photography, skiing, sailing and field sports.