Matthew Wilson

Matthew Wilson

Director, Investment Management

Areas of expertise

Matthew specialises in providing investment advice and management services to highly mobile and complex UK and Ireland connected clients and their corporate or trust structures. He is particularly proficient in the handling of resident non domicile status clients.

Experience

Matthew began his career working in Discretionary Investment Management and has 20 years working in the Private Banking and Wealth Management industry, including senior positions in London, Zurich and the Channel Islands.

Notable client work and achievements

Working with international families’ and structures, together with their advisors, to develop clear goal orientated investment strategies in keeping with their ethical preferences and values (ESG Investment).

Establishing round tables and breakfast seminars giving informal opportunity to discuss tax and legislative changes as well as business interests

Professional qualifications/memberships

  • Matthew is Chartered Member of the Chartered Institute for Securities & Investment and a Member of the Institute of Directors

Contact Matthew