Client Relationship Director
Joseph works closely with his clients, typically international family relationships, on matters ranging from family issues to wealth transfer, asset protection and investment strategies to business succession planning, understanding that no two families’ needs are the same.
Joseph’s insightful approach and diverse international experience have given him an understanding of international family requirements that promotes trust and enables clients to navigate the complexities of wealth with confidence.
Prior to joining Sandaire, Joseph worked at Arbuthnot Latham & Co., as a Senior Private Banker. During his tenure with the private bank, he helped to establish a successful office for Arbuthnot Latham & Co. in Dubai, taking on the role of Director – International Private Banking. Earlier in his career, he worked at both HSBC Private Bank and Standard Bank respectively bringing nine years of experience to the role.
Joseph is a Chartered Member of the Chartered Institute for Securities and Investment.
Wealthy international families have unique qualities that require their advisors to understand their particular origins, blending their past with their present to plan and manage their future.