Sam is a Director on the Client Relationship Management team. He has a diverse range of skills and a strong investment background that helps clients understand the different facets of the broad investment universe and develop suitable investment strategies for their specific objectives.
His career began with west London property consultants Davis Brown, where he was involved in a number of agency instructions and consultancy projects for court cases, before joining Blick Rothenberg’s audit department, where he qualified as a chartered accountant.
Sam left auditing and moved into capital markets in 2006, where he specialised in constructing and marketing a full range of structured investment products, ETFs and funds to wealth managers and family offices. He held roles at BNP Paribas in London, Tradition and the Royal Bank of Scotland before joining Sandaire in 2013 as the Head of Client Portfolios, a joint investment and client reporting role. Following the merger with Lord North Street in 2014, he moved to become a full time member of the Client Relationship Management team.
Sam is a graduate of Durham University, a fellow of the Institute of Chartered Accountants in England and Wales, an Associate member of the Chartered Institute for Securities & Investment and an Affiliate member of the Society of Trust and Estate Practitioners.