04/08/2026
He joins Apex Group from Aztec Group, where he served as Head of Luxembourg and Chair of the Management Board, leading the jurisdiction’s largest fund services platform.
04/02/2026
Priority Wealth Planning supports individuals, families and business owners across Yorkshire, providing advice on wealth management, retirement planning and inheritance tax strategies.
04/02/2026
He will also join the executive leadership team of Quanta Group, Copia’s parent company, to develop the discretionary fund management proposition within the wider Group.
04/01/2026
He began his career at Merrill Lynch and Moelis & Company, focused on Technology, Media & Telecoms (TMT) investment banking.