Predicting rain doesn’t count.
Building arks does.
— Warren Buffet
Chief Executive Officer
Previously Paul was head of Discretionary Investment Propositions at HSBC. In his 16 years at HSBC he undertook client advisory, product development, business development and business head roles, additionally he was a Board Director of the offshore Asset Management business in Jersey as well as a member of the Asset & Liability Committee for the International Banking business. Paul is an Individual Charter holder and Fellow of the Chartered Institute of Securities.
Chief Financial Officer
Richard began his career at Merrill Lynch with roles in Capital Markets, Corporate, Private Client and latterly the CFO of the International Private Cient Bank. Prior to joining Finitor, Richard was the Finance Director for Succession, a Wealth Management consolidator where he was instrumental in raising private equity funding and successfully completing 10 acquisitions. Richard is a CIMA qualified accountant
Charles specialises in corporate and operational structuring/restructuring the fund management industry.
Over the last last two years Charles has assisted with fund launches with aggregate AUM exceeding USD$3bn together with pan-European business, operational and fund restructurings for assets exceeding USD$60bn. In addition, Charles has assisted start up businesses with the analysis and development of projects across the insurance, FMCG and technology sectors.
Charles has comprehensive multi jurisdictional structuring, fund launch and transactional (M&A and finance) experience, including a role at Man/ GLG where he focused on the establishment and maintenance of investment vehicles, products and platforms; 4 years at Walkers, a Cayman Islands law firm, in their London and Jersey offices, focusing on hedge and private equity funds and corporate transactions for Cayman Islands, British Virgin Islands and Jersey domiciled entities.
If you are interested in selling your business or partnering with us to build a national wealth firm the right way, then please get in touch with us. We will treat all enquiries with the utmost confidence.