Steve Davies

Steve is responsible for business development based in our London office.

With over twenty five years experience in client facing roles in the United Kingdom and offshore wealth management industries he is used to working with High Net Worth individuals and their adviser teams to deliver optimum outcomes that enhance and build client relationships.

Earlier in his career Steve has held management positons in a London based private bank and the wealth management division of a major Lloyds brokerage. Most recently he held an executive management role as the Head of European Development for a leading international banking and financial services group.

He has previously been directly regulated both in the United Kingdom and Europe and still holds a statement of professional standing with the Financial Conduct Authority. He has been an associate by examination of the Chartered Insurance Institute since 1991.