Mike advises clients on portfolios within a range of vehicles including trusts, pensions, and corporate structures. He supports many ultra-high net worth families with their long-term investment strategies, as he has significant expertise in multi-generational planning and assisting those where capital protection is paramount.
He regularly helps clients understand how to invest their money to meet challenging objectives, providing significant insight into global investing and active management. He is also often called upon when money is looked after by multiple providers to help trustees consider how they might achieve the best overall outcome. Mike sits on Saltus’s investment committee to support the business in the construction of our portfolios.
Michael works with numerous clients who hold their assets both on and offshore, and consequently enjoys a strong relationship with a focused group of clients and advisers in the Chanel Islands as well as the UK.
Mike has been widely recognised in the industry having been selected as one of Citywire’s Top 30 under 30 and a runner up in the Spears Young Turk award. He brings a wealth of experience having advised clients for almost 15 years, working as a Director at Smith and Williamson and a partner at 7IM before joining Saltus in 2017.