MEET THE TEAM

Allan Stewart

Director

Allan has more than 18 years’ experience in private banking/wealth management having previously worked at Credit Suisse, HSBC and Santander Private Banking. He is a Chartered Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager, holding the Diploma in Financial Advice and the Private Client Investment Advice and Management qualifications. His main focus is the provision of wealth management services to high/ultra-high net worth Channel Islands and UK RND private clients and family offices.

Allan Stewart