Global Editorial Board

Europe

Sebastian Dovey

Founder,
The Courageous Ideas Partnership

Sebastian Dovey is an entrepreneur, thought leader and board director in the fields of global wealth management, consumer insight, technology, scale-up companies and business management. Seb was the co-founder in 1998 of Scorpio Partnership, an award-winning global management consultancy and insight data business. This was acquired by Aon PLC in 2014. Seb is currently Chairman […]

Dr Ariel Sergio Davidoff

Partner and board member of successful companies,
DavidoffLaw

Ariel is currently a Partner at Davidoff Law and a former Partner at Swiss law firm LINDEMANNLAW looking after the legal requirements of international and Swiss UHNWI entrepreneurs, their companies and families. His expertise inter alia comprises M&A, corporate structuring, regulatory advice, relocation, real estate, succession planning, charity etc. He is on the board of […]

Sabila Din

CEO & Founder,
Din Consultants

Sabila is CEO and Founder of Din Consultants, HQ in London and is an accomplished global business management, marketing and gender specialist. She works with global private banks, elite family offices and entrepreneurs – delivering propositions for growth. She works extensively with World Bank/IFC across EMEA, building financial capacity to drive female SME growth and […]

David Durlacher

CEO,
Julius Baer

David is responsible for Julius Baer’s business in the UK and Republic of Ireland. He is a director of the board of Julius Baer International Limited. He joined Julius Baer from Merrill Lynch International Wealth Management UK when the business was acquired in 2013. In the previous 14 years at Merrill Lynch, he held a […]

Chris Fisher

CEO,
Multrees

Chris Fisher is chief executive of Multrees, a business formed in 2010 to provide independent and un-conflicted custody, trading and administration services to independent asset managers. Chris has over 25 years’ experience in asset servicing and wealth management, and the Multrees business provides services to a number of firms managing in excess of £12 billion […]

Gilly Green

Director ,
FoxRed Insight Limited

Gilly is known as an inspirational leader in the Wealth Management sector and has been the proud holder herself of the Leading Individual Adviser Award 2021. Gilly has spent more than 35 years in the industry, including 20 years as a specialist management consultant advising wealth managers, private banks and retail platforms at CSTIM, and […]

Vincent Lecomte

Co-Head of Wealth Management,
BNP Paribas Wealth Management

A graduate of ESCP Europe, Vincent Lecomte held several positions in the consulting field before joining Paribas’ securities services business in France in 1992. He then moved to Germany, where he spent three years as head of the securities business. In 1998, he joined the Investment Partners business, where he was appointed chief operating officer) […]

Duncan MacIntyre

Limited Partner and Global UK Region Head,
Lombard Odier

Duncan MacIntyre joined Lombard Odier in January 2016 as Chief Executive Officer of Lombard Odier’s Private Client business in the UK. He was appointed Global UK Region Head in 2019, and currently leads teams across London, Geneva, Zurich and the Bahamas. He became a Limited Partner in January 2024. Duncan has 30 years of experience […]

Daniel Martineau

Executive Chairman,
Summit Trust International

Daniel worked in management positions in leading trust companies in Canada prior to taking up roles in offshore trust companies in Nassau, Jersey and Geneva with Coutts International Private Bank. A graduate of the University of Western Ontario in London, Canada, he subsequently earned his Master of Business Administration at the University of Miami. He […]

Marilyn McKeever

Partner (Private Wealth),
Broadfield

In a career spanning more than 40 years, Marilyn’s experience as a lawyer, judge, member of the Law Society’s Tax Law Committee and working mother has had a positive impact on the law, the profession, her clients and her colleagues. She specialises in the field of international tax, trusts and estate planning, working with individuals and […]

James Quarmby

Partner,
Stephenson Harwood LLP

Recently recognised as “tax & trusts lawyer of the year” (Spears’ Wealth Management Awards 2022), James is the head of our private wealth team. James is widely regarded  as one of the leading practitioners in the UK and is described in the Chambers HNW Guide (2019) as “very much a figurehead of the industry…… he […]

Michael Reed

Sustainability Advisor, Investor & Board Director,
Global Editorial Board

Michael Reed is a seasoned angel investor, board director, and sustainability strategist, specialising in aligning wealth with impact. With a 28-year career in wealth management – including 22 years in senior executive roles at Royal Bank of Canada (RBC) across Canada, the US, UK, Hong Kong, and Singapore, he has built deep expertise in advising […]

Ray Soudah

Chairman and Founding Partner,
MilleniumAssociates

Ray Soudah is the founding partner and chairman of MilleniumAssociates, the independent international M&A and Corporate Finance Advisory firm, based in Switzerland and the UK. Founded in 2000, the firm marks twenty-two years of exceptional, independent M&A and corporate finance advisory service. Originally focused on executing M&A transactions in the global financial services industry, as […]

Iain Tait

Partner & Head of the Private Investment Office,
London & Capital

Iain joined London & Capital in in 2006 and became a Partner in 2008. He heads the firm’s Private Investment Office, which he founded in 2012. The Private Investment Office provides wealth management services for some of the firm’s largest clients, both UK based and international.  Before London & Capital, Iain ran his own wealth management […]

David Wilson

Partner,
Schellenberg Wittmer

David Wallace Wilson heads Schellenberg Wittmer’s private wealth team in Geneva and is regarded as a leading practitioner in this field. He is listed Tier 1 by Chambers and Partners HNW since 2015 and appears in the Private Client Global Elite since 2012. David assists private clients and their families with wealth structuring and succession planning. […]

Ian Woodhouse

Board Advisor and Partner ,
Various

Ian is an experienced board and executive advisor/partner to wealth and asset managers; family offices, software firms and fin-techs helping to achieve and accelerate their path to be future ready and well positioned ahead of the next wave of industry and competitive disruption. Ian provides industry, strategic, client centric and modern technology assessment, focus and […]

Maryann Umoren Selfe

Investment Solutions,
Banque Internationale à Luxembourg (Suisse) SA

Maryann Umoren Selfe is a seasoned investment professional, writer, and executive with over two decades of experience in Private Banking and Wealth Management. She currently serves as Managing Director at Banque International à Luxembourg, Suisse, leading the Investment Solutions division. Before this, Maryann spent 17 years at Credit Suisse in senior leadership roles, focusing on […]

Asia

Oliver Balmelli

Deputy CEO & Head of Private Banking,
EFG Private Bank

Oliver is the Deputy CEO and Head of Private Banking of EFG Singapore. He is a senior banker and business leader with almost 30 years of industry experience. Oliver’s success is based in particular on his client-centric approach and deep understanding of cultural diversity. His earlier roles took him from Switzerland to the UK, where […]

Richard Grasby

Partner,
Appleby

Richard Grasby is a Partner in Appleby’s Hong Kong office, leading the Private Client, Trusts and Family Office practice. Richard advises trustees, ultra-high net worth individuals, private trust companies and family offices on the establishment, restructuring and administration of trusts, including special trusts i.e. BVI VISTA, Cayman STAR and Employee Benefit Trusts. He regularly assists […]

Grant Parkinson

Head of Consumer, Private and Business Banking, Europe,
Standard Chartered Private Banking

Grant leads transformation and strategic initiatives for Wealth and Retail Banking (WRB) at Standard Chartered.  He joined Standard Chartered in 2020 to lead Private and Priority Banking for Europe, covering clients predominantly based in the UK, Middle East and Africa.  Grant has 30 years financial services experience. He joined Standard Chartered from Brewin Dolphin where […]

Steven Seow

Executive Director,
Singapore Consultancy

Steven Seow is the founder and executive director of Singapore Consultancy. He has more than 16 years of working experience in banking and consulting. Prior to running Singapore Consultancy, he was the Asia head of wealth management for Mercer (2013-2017) and a director in EY Advisory (2008-2013). Over the course of his career, he has […]

Dr Nick Xiao

Founder and CEO,
Annum Capital

Annum Capital is a Hong Kong-based financial services group with market leadership in external asset management (EAM), fund management, index investing, fiduciary services, insurance solutions, and corporate advisory. Annum Capital was voted “Best Wealth Manger of Greater China”, “Best EAM in Hong Kong”, and “Best Provider of Family Office Services” by various publications. Nick previously […]

North America

Matthew Erskine

Owner,
Erskine & Erskine

Matthew Erskine is the managing partner of Erskine & Erskine LLC, a fourth generation law firm, and The Erskine Company, LLC, (www.erskineco.com) a consulting firm (www.erskineco.com). He focuses on strategic planning and legal services for business owners, professionals, individuals, families, collectors, and inheritors of unique assets. Helping his clients and their families solve their problems […]

Lisa Featherngill

National Director of Wealth Planning,
Comerica Bank

Lisa leads a team of highly experienced and credentialed professionals who provide customized financial, business transition and wealth transfer planning advice. Lisa has advised UHNW individuals and multi-generational families for more than 30 years.   She has been quoted in various media regarding tax and estate planning topics including Bloomberg TV, The New York Times […]

Stacy Feiner

Growth Strategist & Performance Psychologist,
Feiner Enterprises

The future belongs to those who can make sense of human systems and activate the conditions of health. Dr. Feiner, founder of Feiner Enterprises, advises purpose-driven families to achieve family well-being and bold growth throughout the entire enterprise. A psychologist and former Fortune 500 executive, Feiner integrates human capital strategies, talent, and KPIs to achieve objectives […]

Thomas J Handler

Partner,
Handler Law, LLP

Mr. Handler is an advanced planning attorney focused on taxation, estate planning, and business planning for executives, family offices, and family businesses. He has authored numerous professional articles and lectured extensively both nationally and internationally at wealth industry, professional and family office educational conferences. Mr. Handler is a recognized thought leader in the advanced planning […]

Charles Lowenhaupt

Managing Member,
Lowenhaupt & Chasnoff

Charles A. Lowenhaupt is a recognized leader in managing wealth for ultra-high net worth families. He is also Chairman and CEO of Lowenhaupt Global Advisors. Charles has a Bachelor of Arts degree (cum laude) from Harvard University. He also has a Juris Doctorate (Order of the Coif) from the University of Michigan Law School. He […]

Edward V. Marshall

Founder and CEO,
Presage Global

Edward is the Founder and CEO of Presage Global, an intelligence-powered risk and business advisory firm. Presage is a trusted partner to c-suites and boards, family offices, and investors. Edward is a family office insider and a leading family office researcher, advisor, and author.  He is also a risk and threat management specialist, working with […]

Jamie McLaughlin

Founder and Chief Executive,
J. H. McLaughlin & Co.

In 2010, Jamie McLaughlin founded J. H. McLaughlin & Co., LLC, a management consulting firm focused on strategy and practice management for wealth management and investment advisory firms, private banks, trust companies, single and multi-family offices. He has over 25 years of experience in both senior operating roles and client-facing roles in the ultra-high net […]

Steve Prostano

Partner, Head of Family Advisory Services,
PKF O’Connor Davies

Steve is an innovator and thought leader in the global financial services industry. He has built leading MFOs and asset management firms and has advised industry leaders and UHNW families and family offices for over 30 years. Prior to PKFOD, Steve was the Head of Family Wealth Advisors, the first global MFO in the U.S. and […]

Joseph W Reilly Jr

CEO and Founder,
Circulus Group

Mr. Reilly is an investment and strategy consultant to family offices and the host of the Private Capital Podcast. He was the co-founder and founding president of the Family Office Association, a global forum for single-family offices that is based in Greenwich, Connecticut. Previously Mr. Reilly helped to start a single-family office and foundation in […]

April Rudin

Founder and President,
The Rudin Group

The Rudin Group founder April Rudin is a widely acknowledged top marketing strategist for the financial-services and wealth-management sectors. Her firm designs bespoke marketing campaigns for leading wealth-management firms, fintechs, and family offices; campaigns that strengthen brand value and drive client acquisition. Recognized as an IBM “influencer,” she is a regularly-featured source of expertise, contributes […]

David Wieland

CEO and Co-Founder,
Realized Holdings

Before Realized, David founded Centrist Capital, a boutique venture capital firm. Prior to Centrist, David co-founded Mission Residential, a fully-integrated real estate investment firm that owned and operated 12,500 apartment units, representing a total investment in excess of $925 million. David also co-founded Forward Capital, a structured finance company, and Convenience Retail Group, the parent […]

Susan Winer

Co-founder and Chief Operating Officer,
Strategic Philanthropy

Susan is Principal and Co-founder of Strategic Philanthropy, Ltd. Since 2000, Strategic Philanthropy, Ltd., has provided customized support to high net worth individuals, families and closely held companies to help them effectively maximize the impact of their charitable gifts. Susan has authored, or co-authored, numerous articles for publications such as Family Wealth Report, PAM (Private Asset […]

Michael Zeuner

Managing Partner,
WE Family Offices

Having joined WE Family Offices as one of its three managing partners in 2013, Michael Zeuner oversees the firm’s US business. A management consultant by training, Michael has considerable experience as a leader in the wealth management industry. This included a leadership position at GenSpring Family Offices, where he was a member of the firm’s […]