Paul BeachDirector, Private Banking
paulbeach@arbuthnot.co.uk020 7012 2531
Paul joined Arbuthnot Latham in 2010 from Barclays where he worked for 20 years. Paul held the role of Private Banker at Barclays Wealth. Prior to Barclays Wealth, Paul worked as a Senior Relationship Manager for Barclays Premier.
Paul has numerous qualifications in Investment Management (IMC), Mortgage Advice and Practice (CeMAP), Financial Advising (CeFA) and Banking (Cert CIB).
Christopher BlandSenior Private Banker
christopherbland@arbuthnot.co.uk020 7012 2536
Chris joined Arbuthnot Latham from Clydesdale Bank where he held the role of Private Banker. Chris has over 25 years' experience in the City primarily in the Private and High Net Worth arena.
Chris is ACIB and CeMAP qualified.
Liz BottomleyHead of Private Banking
lizbottomley@arbuthnot.co.uk020 7012 2562
Liz joined Arbuthnot Latham from Coutts & Co, International Private Banking Division, where she was Client Partner for the Asia/Africa Team.
Liz holds a Securities Institute Diploma in private client advice (PCIAM), regulation and compliance, and interpretation of financial statements. In addition she holds a Chartered Insurance Institute (CII), Investment Management Certificate (IMC) and Certificate in Mortgage Advice (CeMAP). Liz also holds a CFA Society Investment Management Certificate.
Linda ClackDirector – International Banking
Head of Middle East Private Banking
lindaclack@arbuthnot.co.uk020 7012 2628
Linda joined Arbuthnot Latham in 2012 to head up the bank’s Middle Eastern Private Banking business. Prior to this she spent a year setting up a Middle Eastern family office following 5 years as a senior private banker within the International division of Coutts & Co, looking after Middle East clients. Additionally Linda spent 6 years based in Bahrain as Head of Investment Advisory for Bank of Bahrain & Kuwait and as Head of Marketing & Product Development for SICO Investment Bank. Linda also spent 16 years at Ahli United Bank in London, where she headed the Middle East trading and sales team.
Linda’s qualifications include IMC, CeMap, and PCIAM with Distinction. She is a member of The Chartered Institute for Securities & Investments.
Paul DenmanDirector, Private Banking
pauldenman@arbuthnot.co.uk020 7012 2543
Paul joined Arbuthnot Latham in 2005 from Hambros Bank Ltd where he co-managed the Sport and Media team focusing on Motorsport as Senior Private Banker. Previous to this he worked for Coutts & Co. He has over 27 years experience within the Financial Services sector.
Mandeep DhillonPrivate Banking Executive
mandeepdhillon@arbuthnot.co.uk020 7012 2568
Mandeep joined Arbuthnot Latham in 2011 from Clydesdale Bank where he was a Private Banking Associate. In this role he assisted in the successful management and development of a portfolio of High Net Worth clients. Mandeep holds 5 and a half years experience within the Financial Services sector.
Robert EasterPrivate Banker
roberteaster@arbuthnot.co.uk020 7012 2546
Robert joined Arbuthnot Latham over 10 years ago from Coutts & Co where he worked for 16 years in a variety of roles, prior to that he spent 2 years at the Bank of England. Robert has 25 years experience within the banking arena.
Oona FerstPrivate Banker
oonaferst@arbuthnot.co.uk020 7012 2519
Oona joined Arbuthnot Latham in 2011 having spent 3 years working at Investec Bank. Oona worked with High Net Worth clients within the Private Client Team focusing on their lending and deposit requirements.
Prior to joining Investec, Oona worked for Barclays Bank for 21 years as a Relationship Manager for Barclays Premier. Her main area of focus was within the media and entertainment arena.
David HeathDirector, Private Banking
davidheath@arbuthnot.co.uk020 7012 2560
David joined Arbuthnot Latham over 19 years ago from Investec. He has over 30 years banking experience gained in a variety of roles.
David is an Associate of the Chartered Institute of Bankers and is also CeMAP & CeFA qualified.
Gillian KeelerSenior Private Banker
gilliankeeler@arbuthnot.co.uk020 7012 2698
Gillian joined Arbuthnot Latham in 2006. Gillian has over 30 years’ experience within the Financial Services industry having previously worked at Singer & Friedlander, Ansbacher and the Royal Bank of Scotland Group.
Gillian is an Associate of the Chartered Institute of Bankers, holds an ACCA Diploma in Accounting & Finance, and is a qualified mortgage adviser. Additionally she has an Honours degree in French and History from the University of Glasgow and is a fluent French speaker.
Gillian has also been a full member of the Society of Trust and Estate Practitioners since 2011 after completing the STEP Diploma for England & Wales in 2010, gaining a distinction in two of the four examination papers.
John KingPrivate Banking Executive (Lending)
johnking@arbuthnot.co.uk020 7012 2530
John joined Arbuthnot Latham from Clydesdale Bank, where he held the positions of Private Banking Associate and Impaired Asset Manager.
John has over 8 years experience in the Financial Services sector.
Ricky MarshallPrivate Banking Executive
rickymarshall@arbuthnot.co.uk020 7012 2624
Ricky joined Arbuthnot Latham in 2011 from Clydesdale Bank where he held the role of Senior Associate in Private Banking.
Ricky has worked in the City for nearly 10 years within the Financial Services sector.
Harriet McIlroyPrivate Banking Executive
harrietmcilroy@arbuthnot.co.uk020 7012 2561
Harriet joined Arbuthnot Latham in January 2010 and has progressed to the role of Private Banking Executive supporting Paul Denman and Shane Powell.
Harriet graduated from the University of Liverpool with a 2:1 Bsc in Mathematics and has since successfully attained her Certificate in Mortgage Advice and Practice.
Ross MitchellPrivate Banker
rossmitchell@arbuthnot.co.uk020 7012 2631
Ross joined Arbuthnot Latham from Coutts & Co where he held the position of Private Banker. Ross has over 15 years, experience with Coutts and is a well-established Private Banker. His time at Coutts has lead him to a number of awards, including Junior Private Banker of the Year. Ross specialises in managing relationships for leading European clients, both based in the UK and overseas.
Nick OakleySenior Private Banker
nicholasoakley@arbuthnot.co.uk020 7012 2571
Nick joined Arbuthnot Latham in 2011 from FBN Bank where he was Head of Property Finance. He has worked within the banking/property arena for over 15 years during which he has worked for several private banks and a private property investor.
Nick has a BA (Hons) in Financial Services and is an Associate member of The Chartered Institute of Bankers (ACIB). Nick also holds the CeMAP qualification.
Adam PattenSenior Private Banker
adampatten@arbuthnot.co.uk020 7012 2523
Adam joined Arbuthnot Latham in early 2013 from Coutts & Co where he was a Director in the Professionals division. Adam’s 24 year career has taken him from a key lending role with NatWest before moving to private banking with Coutts in 1997.
Whilst with Coutts, Adam was an important member of the team which developed the Professionals client offering, with a particular focus in the Legal and Accountancy sectors. Adam had additional responsibility for advising a group of UK based Ultra High Net Worth individuals.
Adam holds the Financial Planning Certificate, and the Certificate in Mortgage Advice and Practice.
Jim PittickDirector, Commercial Banking
jimpittick@arbuthnot.co.uk020 7012 2616
Jim has over thirty-six years in the corporate and commercial banking sectors, most recently at Coutts & Co where he held the position of Executive Director, Professional Practices, specialising in working with professional clients including lawyers, accountants, surveyors and valuers.
He is a committee member of the Association of Partnership Practitioners.
Shane PowellPrivate Banker
shanepowell@arbuthnot.co.uk020 7012 2624
Shane joined Arbuthnot Latham from Adam & Company in July 2011 having spent four years managing a portfolio of High Net Worth clients. Prior to that Shane worked at Clydesdale Bank in their City offices.
Shane has over 11 years banking experience. Shane has completed CeMAP and is shortly to commence study of the Investment Advice Diploma.
Helen PraouPrivate Banking Executive
helenpraou@arbuthnot.co.uk020 7012 2524
Helen joined Arbuthnot Latham in 2007 after 7 years at the Bank of Cyprus.
Helen has over 10 years' experience within the Financial Services sector.
Daniel SaxbyDirector, Private Banking
danielsaxby@arbuthnot.co.uk020 7012 2558
Dan joined Arbuthnot Latham in early 2013 from Coutts & Co where he was an Executive Director, Wealth Manager in the Professionals division. He was previously a Senior Client Partner responsible for a team of private bankers with a particular focus in the Legal, Accountancy and Management Consultancy sectors. He has over 24 years private banking experience.
Dan holds the Financial Planning Certificate, Investment Advice Certificate, Private Client Investment Advice and Management Certificate and the Certificate in Mortgage Advice and Practice.
Robert WebsterPrivate Banker, International Banking
robertwebster@arbuthnot.co.uk0207 012 2549
Robert joined Arbuthnot Latham in 2010 from Barclays Wealth where he held the position of Portfolio Manager. Prior to joining Barclays Wealth, Robert worked at Lautenschlager & Partner as a Registered Independent Financial and Investment Planner.
After graduating from Cardiff University with a BSc (Hons), Robert went on to complete his CeFA 1-4 (Certificate for Financial Advisers), CeMAP (Certificate in Mortgage Advice and Practice), IMC (Investment Management Certificate) and is now studying PCIAM (Private Client Investment Advice and Management).
James WestSenior Private Banker
jameswest@arbuthnot.co.uk020 7012 2557
James joined Arbuthnot Latham in 2008 from Barclays where he worked for 19 years. James worked with Corporate Directors of the bank in the Manufacturing and Financial Markets industries. He has over 20 years experience within the Financial Services sector.
Amanda WestonPrivate Banker
amandaweston@arbuthnot.co.uk020 7012 2533
Amanda joined Arbuthnot Latham in 2006 having previously worked as an Administration Manager and Associate Director for a firm of Pension Consultants and Actuaries. Previous to this she worked at Manufacturers Hanover Trust Company. She has over 25 years' experience within the Financial Services sector.
Amanda is currently studying for her Financial Planning Diploma and has both CeMap and Advanced CeMap qualifications. Additionally Amanda holds a BA (Hons) in English and European Literature and has completed the first year of a Masters Degree.
Lee ClarkChartered Financial Planner
leeclark@arbuthnot.co.uk020 7012 2574
Lee joined Arbuthnot Latham in 2010 having held Financial Planning roles with multinational banking groups and a period of time developing the Financial Services offering of a UK Charity. Lee has over 14 years' experience in Financial Services.
Lee is a Chartered Financial Planner, a member of the Chartered Institute for Securities and Investment and is also a Fellow of the Personal Finance Society. He also holds a BA (Hon’s) in Banking, Insurance and Risk Management, and the Investment Management Certificate.
Farah GondalWealth Planning Executive & Client Adviser
farahgondal@arbuthnot.co.uk020 7012 2544
Farah joined Arbuthnot Latham in 2011 from Origen Financial Services where she held the role of Paraplanning Team Leader. Farah has 8 years' experience within the Financial Services sector.
She holds the Diploma in Financial Planning and plans to achieve Chartered Status within a year.
Gareth JenkinsChartered Financial Planner
garethjenkins@arbuthnot.co.uk020 7012 2563
Gareth joined Arbuthnot Latham in 2011 from HSBC’s offshore bank where he worked for over two years as an International Wealth Manager. Gareth has over 9 years' experience in the financial services sector.
Gareth has completed many technical and advisory qualifications in the investment and wealth management fields, most notably obtaining the Chartered Financial Planner professional qualification with the Chartered Insurance Institute. He also holds a degree from Aston Business School and a postgraduate degree from the University of Nottingham.
Kieran McDonnellChartered Financial Planner
kieranmcdonnell@arbuthnot.co.uk020 7012 2589
Kieran joined Arbuthnot Latham from Coutts & Co where he held the position of Senior Financial Planning Specialist in the International client group. He covered Southern and Western Europe and was responsible for developing Coutts Financial Planning proposition for the Middle East.
Prior to his four years at Coutts, Kieran spent nine years at Standard Life where he worked as an Account Manager specialising in Wealth Management IFAs and Private Banks.
Kieran is a Fellow of the Personal Finance Society, the financial service arm of the Chartered Insurance Institute. He also holds the Private Client Investment Advice & Management from the Chartered Securities and Investment Institute. Kieran has also qualified as a Certified Financial Planner.
Shenal RadiaWealth Planning Executive & Client Adviser
shenalradia@arbuthnot.co.uk020 7012 2539
Shenal joined Arbuthnot Latham from Barclays where she held the position of Financial Planning Manager & Pensions Specialist. She has over 9 years' experience within the Financial Services sector and specialises in Retirement & Wealth Management.
She has been accredited with Chartered Financial Planner status and also holds the Private Client Investment Advice & Management (PCIAM) qualification. She is a member of the Personal Finance Society and the Chartered Institute of Securities & Investment. She also holds a degree in Business Economics.
Emma SpenceWealth Planning Executive
emmaspence@arbuthnot.co.uk020 7012 2528
Emma joined Arbuthnot Latham in 2011 from a boutique Independent Financial Adviser firm where she was practice manager. She has over 15 years' experience of working within the Financial Services sector.
Emma is a Diploma Qualified Wealth Planning Executive.
Jane StedmanChartered Financial Planner
janestedman@arbuthnot.co.uk020 7012 2538
Jane joined in 2011 Arbuthnot Latham from Duncan Lawrie Private Bankers. Previous to this she was at Grant Thornton.
Jane has continued her professional study and is a Fellow of the Personal Finance Society. She has also recently started studying for the Society of Trust and Estate Practitioners qualification.
Hannah WilliamsChartered Financial Planner
hannahwilliams@arbuthnot.co.uk020 7012 2575
Hannah Williams joined Arbuthnot Latham in May 2011 and has over 10 years experience in the Financial Services industry. She has held Financial Planning and technical roles in a number of organisations, and specialises in Retirement, Investment and Tax planning. She holds the coveted Chartered Financial Planner accreditation and is an advanced member of the Personal Finance Society.
Adam AlariInvestment Manager
adamalari@arbuthnot.co.uk020 7012 2573
Adam joined Arbuthnot Latham in early 2010 from DTZ where he was a real estate analyst for the Forecasting Team within their Research and Strategy department. Adam has 6 years' experience within the Financial Services sector.
Adam has a BA (Hons) degree in Environmental Planning and an MA in International Relations from Durham University. Adam is a member of the Chartered Institute for Securities and Investment, holds the PCIAM and the IMC qualifications, and is currently studying Economics at Birkbeck, University of London
Jonathan ClatworthySenior Investment Manager
jonathanclatworthy@arbuthnot.co.uk020 7012 2537
Jonathan joined Arbuthnot Latham in 2010 as a Senior Investment Manager from Barclays Wealth, to help manage assets for the firms private and institutional clients. Prior to this he worked at UBS Wealth Management. He has over 8 years experience in managing discretionary investment portfolios.
He is a member of both the Arbuthnot Investment Management Committee and the Tactical Asset Allocation Committee, and he has specialist research responsibility for Alternative funds, but contributes across all asset classes. Jonathan is a member of the Chartered Institute for Securities and Investment, and gained a BA in Business & Finance and an MSc in International Banking and Finance from Durham University.
Peter DohertyInvestment Manager
peterdoherty@arbuthnot.co.uk020 7012 2542
Peter joined Arbuthnot Latham in 2013 as an Investment Manager and Emerging Markets’ researcher. Prior to this Peter was with Charles Stanley as an Investment Manager and Aviva working with financial advisers across the country. He has a total of 8 years’ experience in the Financial Services sector.
Peter holds a BSc in Genetics from Leeds University following which he gained the Diploma in Financial Planning, Investment Management Certificate, as well as Level 1 in the CFA and CAIA examinations for financial analysis and alternative investments, respectively.
StJohn GardnerHead of Investment Management and Co Chief Investment Officer
stjohngardner@arbuthnot.co.uk020 7012 2555
StJohn joined Arbuthnot Latham in 2005 from Merrill Lynch where he was the Director and Head of the UK Managed Fund Service. He was previously deputy to the Chairman of a Private Bank and prior to this spent 10 years in the Lloyd’s of London insurance market where he was latterly Director of 3 underwriting agencies.
StJohn has over 26 years' experience within the Financial Services industry.
StJohn is qualified in investment management (FCSI – Chartered Wealth Manager), insurance (FCII - Chartered Insurer), financial planning (DipPFS) and has an MBA from Cranfield School of Management.
Felicity LimerInvestment Manager’s Assistant
felicitylimer@arbuthnot.co.uk020 7012 2614
Felicity joined Arbuthnot Latham from Killik & Co where she was a Share Plan Administrator for executives and PDMRs of FTSE 100 companies. Felicity has over 5 years experience in the industry and when originally joining Arbuthnot Latham in August 2011 was part of the Investment Management Operations team within trade support.
Felicity is an Associate of the Chartered Institute for Securities & Investment (CISI), she holds the Certificate in Securities, the Investment Operations Certificate (formally IAQ) and is currently studying towards the Advanced Certificate in Global Securities.
Richard MitchellInvestment Manager
richardmitchell@arbuthnot.co.uk020 7012 2588
Richard joined Arbuthnot Latham in 2011 from Principle Investment Management where he held the role of Fund Management Assistant. Within this role Richard was responsible for collective investment schemes. Richard has 3 years' experience within the Financial Services sector.
Richard holds a BSc (Hons) in the History and Philosophy of Science from University College London, as well as the level 4 Investment Management Certificate.
Eren OsmanInvestment Manager
erenosman@arbuthnot.co.uk020 7012 2609
Eren joined Arbuthnot Latham in 2012from Arjent Ltd where he held the role of Private Client Investment Manager. During this period Eren specialised in allocating to a variety of alternative investment, equity and fixed income strategies. His clients included High Net Worth investors and charities. Eren has 9 years' experience within the Financial Services sector.
Eren has recently completed Level 2 of the CFA program and intends to complete the charter in 2013. Additionally Eren holds the Securities Institute Derivatives qualification, is registered with the FSA as CF30 and holds the Investment Management Certificate Qualification.
Gregory PerdonCo-Chief Investment Officer
gregoryperdon@arbuthnot.co.uk020 7012 2522
Gregory joined Arbuthnot Latham in 2010 from Arjent Ltd where he held the role of Head of Alternative Investments. Gregory led Arjent’s highly successful alternatives investments team, overseeing its growth from inception to over $100million in hedge fund assets. Previous to this Gregory was with Merill Lynch. He has over 16 years' experience within the Financial Services sector.
Gregory is registered with the FSA as CF30.
Tracy PowerSenior Investment Administrator
tracypower@arbuthnot.co.uk020 7012 2522
Tracy joined Arbuthnot Latham in 2011 having previously held roles at financial institutions such as ABN Amro and CSFB. Tracy has 14 years' experience within the Financial Services Sector.
Tracy holds the IOC - Investment Operations Certificate (formerly IAQ).
Peter SeamerSenior Investment Manager
peterseamer@arbuthnot.co.uk020 7012 2582
Peter joined Arbuthnot Latham in 2010 from Bestinvest where he worked for 2 and a half years, his most recent role there being Investment Manager. Peter has 10 years' experience within the Financial Services sector.
Peter is a member of the Chartered Institute for Investment and Securities and holds the Financial Planning Certificate qualifications (FP 1, 2 & 3). He gained a BA in Economics and Politics from Exeter University.
David TomkinsSenior Investment Director
davidtomkins@arbuthnot.co.uk020 7012 2522
David joined Arbuthnot Latham in 2011 from Arjent Ltd where he co-founded the Alternative Investment Division. After beginning his career in equities and fixed income in 2003, he went on to establish the alternative investments desk, building up its assets to over $100million. David has 9 years' experience within the Financial Services sector.
David holds the Securities Institute Derivatives qualification and is registered with the FSA as CF30.
Daniel WilliamsInvestment Manager
danielwilliams@arbuthnot.co.uk020 7012 2621
Daniel joined Arbuthnot Latham in 2011 having worked as a London-based Investment Manager for over five years where he specialised in allocating to equities and global alternative investment funds. His clients included individuals, family offices, pension funds and trusts.
Daniel is a Member of the Chartered Institute for Investment and Securities (MCSI), Chartered Wealth Manager, a designation given to members at the pinnacle of their profession and holds the Private Client Investment Advice & Management qualification. He is also registered with the FSA as CF30.
Iain GoodchildAssistant Treasurer
iaingoodchild@arbuthnot.co.uk020 7012 2598
Iain joined Arbuthnot Latham as Assistant Treasurer in 2011 from Jordan International Bank where he worked as a Senior Treasury Dealer specialising in foreign exchange, fixed income and precious metals transactions.
Iain has over 27 years experience within finance, of which 23 years have been dealing in the treasury markets. He currently assists both corporate and personal clients in managing their foreign exchange and money market exposures. Iain previously held Senior Treasury positions at Alliance and Leicester Group Treasury and Banca di Roma Spa.
Iain is a member of the ACI (the Financial Markets Association) and is a Freeman of the City of London.
Ashley KingHead of Treasury
ashleyking@arbuthnot.co.uk020 7012 2500
Ashley King joined Arbuthnot Latham in 2004 as Head of Treasury.
He joined from Leopold Joseph and Sons Private Bankers, where he held the position of Assistant Director of the Treasury Department. Prior to Leopold Joseph, Ashley was at the Royal Bank of Scotland. He has over 25 years’ experience within the Financial Services industry, of which 22 years have been within the treasury markets.
He is a member of ACI (the Financial Markets Association) having passed the Diploma in 1997.
Phil WoodAssistant Treasurer
philwood@arbuthnot.co.uk020 7012 2593
Phil joined Arbuthnot Latham in 2010 from Dexia Bank where he worked as a Treasury Dealer for 3 years. Previous to this he worked at HBOS in an operational role. Phil has 6 years' experience within the Financial Services industry.
Phil is a member of the ACI (Financial Markets Association) having passed the Diploma exam with merit in 2010.
David MarshallCommunications Director
davidmarshall@arbuthnot.co.uk0207 012 2432
David was appointed Communications Director in 2011 having previously held the role of Head of Policy and Communications at the Association of British Travel Agents Ltd. David has over 30 years within the Communication sector. David has also worked a number of Whitehall and Westminster media relation roles, including the Prime Minister’s Press Office.
Paul BeachDirector, Private Banking
paulbeach@arbuthnot.co.uk020 7012 2531
Paul joined Arbuthnot Latham in 2010 from Barclays where he worked for 20 years. Paul held the role of Private Banker at Barclays Wealth. Prior to Barclays Wealth, Paul worked as a Senior Relationship Manager for Barclays Premier.
Paul has numerous qualifications in Investment Management (IMC), Mortgage Advice and Practice (CeMAP), Financial Advising (CeFA) and Banking (Cert CIB).
Christopher BlandSenior Private Banker
christopherbland@arbuthnot.co.uk020 7012 2536
Chris joined Arbuthnot Latham from Clydesdale Bank where he held the role of Private Banker. Chris has over 25 years' experience in the City primarily in the Private and High Net Worth arena.
Chris is ACIB and CeMAP qualified.
Lee ClarkChartered Financial Planner
leeclark@arbuthnot.co.uk020 7012 2574
Lee joined Arbuthnot Latham in 2010 having held Financial Planning roles with multinational banking groups and a period of time developing the Financial Services offering of a UK Charity. Lee has over 14 years' experience in Financial Services.
Lee is a Chartered Financial Planner, a member of the Chartered Institute for Securities and Investment and is also a Fellow of the Personal Finance Society. He also holds a BA (Hon’s) in Banking, Insurance and Risk Management, and the Investment Management Certificate.
Mandeep DhillonPrivate Banking Executive
mandeepdhillon@arbuthnot.co.uk020 7012 2568
Mandeep joined Arbuthnot Latham in 2011 from Clydesdale Bank where he was a Private Banking Associate. In this role he assisted in the successful management and development of a portfolio of High Net Worth clients. Mandeep holds 5 and a half years experience within the Financial Services sector.
Farah GondalWealth Planning Executive & Client Adviser
farahgondal@arbuthnot.co.uk020 7012 2544
Farah joined Arbuthnot Latham in 2011 from Origen Financial Services where she held the role of Paraplanning Team Leader. Farah has 8 years' experience within the Financial Services sector.
She holds the Diploma in Financial Planning and plans to achieve Chartered Status within a year.
James WestSenior Private Banker
jameswest@arbuthnot.co.uk020 7012 2557
James joined Arbuthnot Latham in 2008 from Barclays where he worked for 19 years. James worked with Corporate Directors of the bank in the Manufacturing and Financial Markets industries. He has over 20 years experience within the Financial Services sector.
Paul DenmanDirector, Private Banking
pauldenman@arbuthnot.co.uk020 7012 2543
Paul joined Arbuthnot Latham in 2005 from Hambros Bank Ltd where he co-managed the Sport and Media team focusing on Motorsport as Senior Private Banker. Previous to this he worked for Coutts & Co. He has over 27 years experience within the Financial Services sector.
Robert EasterPrivate Banker
roberteaster@arbuthnot.co.uk020 7012 2546
Robert joined Arbuthnot Latham over 10 years ago from Coutts & Co where he worked for 16 years in a variety of roles, prior to that he spent 2 years at the Bank of England. Robert has 25 years experience within the banking arena.
Oona FerstPrivate Banker
oonaferst@arbuthnot.co.uk020 7012 2519
Oona joined Arbuthnot Latham in 2011 having spent 3 years working at Investec Bank. Oona worked with High Net Worth clients within the Private Client Team focusing on their lending and deposit requirements.
Prior to joining Investec, Oona worked for Barclays Bank for 21 years as a Relationship Manager for Barclays Premier. Her main area of focus was within the media and entertainment arena.
Harriet McIlroyPrivate Banking Executive
harrietmcilroy@arbuthnot.co.uk020 7012 2561
Harriet joined Arbuthnot Latham in January 2010 and has progressed to the role of Private Banking Executive supporting Paul Denman and Shane Powell.
Harriet graduated from the University of Liverpool with a 2:1 Bsc in Mathematics and has since successfully attained her Certificate in Mortgage Advice and Practice.
Shane PowellPrivate Banker
shanepowell@arbuthnot.co.uk020 7012 2624
Shane joined Arbuthnot Latham from Adam & Company in July 2011 having spent four years managing a portfolio of High Net Worth clients. Prior to that Shane worked at Clydesdale Bank in their City offices.
Shane has over 11 years banking experience. Shane has completed CeMAP and is shortly to commence study of the Investment Advice Diploma.
Helen PraouPrivate Banking Executive
helenpraou@arbuthnot.co.uk020 7012 2524
Helen joined Arbuthnot Latham in 2007 after 7 years at the Bank of Cyprus.
Helen has over 10 years' experience within the Financial Services sector.
Emma SpenceWealth Planning Executive
emmaspence@arbuthnot.co.uk020 7012 2528
Emma joined Arbuthnot Latham in 2011 from a boutique Independent Financial Adviser firm where she was practice manager. She has over 15 years' experience of working within the Financial Services sector.
Emma is a Diploma Qualified Wealth Planning Executive.
Amanda WestonPrivate Banker
amandaweston@arbuthnot.co.uk020 7012 2533
Amanda joined Arbuthnot Latham in 2006 having previously worked as an Administration Manager and Associate Director for a firm of Pension Consultants and Actuaries. Previous to this she worked at Manufacturers Hanover Trust Company. She has over 25 years' experience within the Financial Services sector.
Amanda is currently studying for her Financial Planning Diploma and has both CeMap and Advanced CeMap qualifications. Additionally Amanda holds a BA (Hons) in English and European Literature and has completed the first year of a Masters Degree.
Hannah WilliamsChartered Financial Planner
hannahwilliams@arbuthnot.co.uk020 7012 2575
Hannah Williams joined Arbuthnot Latham in May 2011 and has over 10 years experience in the Financial Services industry. She has held Financial Planning and technical roles in a number of organisations, and specialises in Retirement, Investment and Tax planning. She holds the coveted Chartered Financial Planner accreditation and is an advanced member of the Personal Finance Society.
Christopher BlandSenior Private Banker
christopherbland@arbuthnot.co.uk020 7012 2536
Chris joined Arbuthnot Latham from Clydesdale Bank where he held the role of Private Banker. Chris has over 25 years' experience in the City primarily in the Private and High Net Worth arena.
Chris is ACIB and CeMAP qualified.
Paul DenmanDirector, Private Banking
pauldenman@arbuthnot.co.uk020 7012 2543
Paul joined Arbuthnot Latham in 2005 from Hambros Bank Ltd where he co-managed the Sport and Media team focusing on Motorsport as Senior Private Banker. Previous to this he worked for Coutts & Co. He has over 27 years experience within the Financial Services sector.
StJohn GardnerHead of Investment Management and Co Chief Investment Officer
stjohngardner@arbuthnot.co.uk020 7012 2555
StJohn joined Arbuthnot Latham in 2005 from Merrill Lynch where he was the Director and Head of the UK Managed Fund Service. He was previously deputy to the Chairman of a Private Bank and prior to this spent 10 years in the Lloyd’s of London insurance market where he was latterly Director of 3 underwriting agencies.
StJohn has over 26 years' experience within the Financial Services industry.
StJohn is qualified in investment management (FCSI – Chartered Wealth Manager), insurance (FCII - Chartered Insurer), financial planning (DipPFS) and has an MBA from Cranfield School of Management.
Shane PowellPrivate Banker
shanepowell@arbuthnot.co.uk020 7012 2624
Shane joined Arbuthnot Latham from Adam & Company in July 2011 having spent four years managing a portfolio of High Net Worth clients. Prior to that Shane worked at Clydesdale Bank in their City offices.
Shane has over 11 years banking experience. Shane has completed CeMAP and is shortly to commence study of the Investment Advice Diploma.
John ReedNon-Executive Director
johnreed@arbuthnot.co.uk020 7012 2500
John has over 30 years of experience in banking and financial services, 17 of these being at board level both in the UK and overseas. After spending his early career in a series of risk and marketing roles in retail and corporate banking with Midland Bank plc, John spent 14 years with Hambros Bank Ltd in a variety of senior corporate, retail and private banking positions. Following Hambros' acquisition by Société Générale, he first became Group Head of Risk and then Group Chief Operating Officer overseeing the strategic development and management of the Group's worldwide operations.
John was also Chief Executive Officer of Arbuthnot Latham & Co., Ltd where he was responsible for the restructuring, development, supervision and management of this private and merchant bank. He remains today a Non Executive Director of Arbuthnot Latham and also of Bank of the Philippine Islands (Europe) plc.
John sits on the boards of two industrial corporates and chairs three small independent financial services businesses. He is a Member of the Securities Institute as well as an Associate of the Chartered Institute of Bankers.
Amanda WestonPrivate Banker
amandaweston@arbuthnot.co.uk020 7012 2533
Amanda joined Arbuthnot Latham in 2006 having previously worked as an Administration Manager and Associate Director for a firm of Pension Consultants and Actuaries. Previous to this she worked at Manufacturers Hanover Trust Company. She has over 25 years' experience within the Financial Services sector.
Amanda is currently studying for her Financial Planning Diploma and has both CeMap and Advanced CeMap qualifications. Additionally Amanda holds a BA (Hons) in English and European Literature and has completed the first year of a Masters Degree.
Linda Amili ClackDirector – International Banking
Head of Middle East Private Banking
lindaclack@arbuthnot.co.uk020 7012 2628
Linda joined Arbuthnot Latham in 2012 to head up the bank’s Middle Eastern Private Banking business. Prior to this she spent a year setting up a Middle Eastern family office following 5 years as a senior private banker within the International division of Coutts & Co, looking after Middle East clients. Additionally Linda spent 6 years based in Bahrain as Head of Investment Advisory for Bank of Bahrain & Kuwait and as Head of Marketing & Product Development for SICO Investment Bank. Linda also spent 16 years at Ahli United Bank in London, where she headed the Middle East trading and sales team.
Linda’s qualifications include IMC, CeMap, and PCIAM with Distinction. She is a member of The Chartered Institute for Securities & Investments.
Kieran McDonnellChartered Financial Planner
kieranmcdonnell@arbuthnot.co.uk020 7012 2589
Kieran joined Arbuthnot Latham from Coutts & Co where he held the position of Senior Financial Planning Specialist in the International client group. He covered Southern and Western Europe and was responsible for developing Coutts Financial Planning proposition for the Middle East.
Prior to his four years at Coutts, Kieran spent nine years at Standard Life where he worked as an Account Manager specialising in Wealth Management IFAs and Private Banks.
Kieran is a Fellow of the Personal Finance Society, the financial service arm of the Chartered Insurance Institute. He also holds the Private Client Investment Advice & Management from the Chartered Securities and Investment Institute. Kieran has also qualified as a Certified Financial Planner.
Ross MitchellPrivate Banker
rossmitchell@arbuthnot.co.uk020 7012 2631
Ross joined Arbuthnot Latham from Coutts & Co where he held the position of Private Banker. Ross has over 15 years, experience with Coutts and is a well-established Private Banker. His time at Coutts has lead him to a number of awards, including Junior Private Banker of the Year. Ross specialises in managing relationships for leading European clients, both based in the UK and overseas.
Robert WebsterPrivate Banker, International Banking
robertwebster@arbuthnot.co.uk0207 012 2549
Robert joined Arbuthnot Latham in 2010 from Barclays Wealth where he held the position of Portfolio Manager. Prior to joining Barclays Wealth, Robert worked at Lautenschlager & Partner as a Registered Independent Financial and Investment Planner.
After graduating from Cardiff University with a BSc (Hons), Robert went on to complete his CeFA 1-4 (Certificate for Financial Advisers), CeMAP (Certificate in Mortgage Advice and Practice), IMC (Investment Management Certificate) and is now studying PCIAM (Private Client Investment Advice and Management).
David HeathDirector, Private Banking
davidheath@arbuthnot.co.uk020 7012 2560
David joined Arbuthnot Latham over 19 years ago from Investec. He has over 30 years banking experience gained in a variety of roles.
David is an Associate of the Chartered Institute of Bankers and is also CeMAP & CeFA qualified.
Gareth JenkinsChartered Financial Planner
garethjenkins@arbuthnot.co.uk020 7012 2563
Gareth joined Arbuthnot Latham in 2011 from HSBC’s offshore bank where he worked for over two years as an International Wealth Manager. Gareth has over 9 years' experience in the financial services sector.
Gareth has completed many technical and advisory qualifications in the investment and wealth management fields, most notably obtaining the Chartered Financial Planner professional qualification with the Chartered Insurance Institute. He also holds a degree from Aston Business School and a postgraduate degree from the University of Nottingham.
Gillian KeelerSenior Private Banker
gilliankeeler@arbuthnot.co.uk020 7012 2698
Gillian joined Arbuthnot Latham in 2006. Gillian has over 30 years’ experience within the Financial Services industry having previously worked at Singer & Friedlander, Ansbacher and the Royal Bank of Scotland Group.
Gillian is an Associate of the Chartered Institute of Bankers, holds an ACCA Diploma in Accounting & Finance, and is a qualified mortgage adviser. Additionally she has an Honours degree in French and History from the University of Glasgow and is a fluent French speaker.
Gillian has also been a full member of the Society of Trust and Estate Practitioners since 2011 after completing the STEP Diploma for England & Wales in 2010, gaining a distinction in two of the four examination papers.
Ricky MarshallPrivate Banking Executive
rickymarshall@arbuthnot.co.uk020 7012 2624
Ricky joined Arbuthnot Latham in 2011 from Clydesdale Bank where he held the role of Senior Associate in Private Banking.
Ricky has worked in the City for nearly 10 years within the Financial Services sector.
Shenal RadiaWealth Planning Executive & Client Adviser
shenalradia@arbuthnot.co.uk020 7012 2539
Shenal joined Arbuthnot Latham from Barclays where she held the position of Financial Planning Manager & Pensions Specialist. She has over 9 years' experience within the Financial Services sector and specialises in Retirement & Wealth Management.
She has been accredited with Chartered Financial Planner status and also holds the Private Client Investment Advice & Management (PCIAM) qualification. She is a member of the Personal Finance Society and the Chartered Institute of Securities & Investment. She also holds a degree in Business Economics.
Daniel SaxbyDirector, Private Banking
danielsaxby@arbuthnot.co.uk020 7012 2558
Dan joined Arbuthnot Latham in early 2013 from Coutts & Co where he was an Executive Director, Wealth Manager in the Professionals division. He was previously a Senior Client Partner responsible for a team of private bankers with a particular focus in the Legal, Accountancy and Management Consultancy sectors. He has over 24 years private banking experience.
Dan holds the Financial Planning Certificate, Investment Advice Certificate, Private Client Investment Advice and Management Certificate and the Certificate in Mortgage Advice and Practice.
Jane StedmanChartered Financial Planner
janestedman@arbuthnot.co.uk020 7012 2538
Jane joined in 2011 Arbuthnot Latham from Duncan Lawrie Private Bankers. Previous to this she was at Grant Thornton.
Jane has continued her professional study and is a Fellow of the Personal Finance Society. She has also recently started studying for the Society of Trust and Estate Practitioners qualification.
Stephanie AldridgePrivate Banking Executive
stephaniealdridge@arbuthnot.co.uk01392 496061
Stephanie joined Arbuthnot Latham from Bristol & West/ Britannia where she worked for 3 years. Stephanie has progressed to the role of Private Banking Executive whilst at Arbuthnot Latham. She has 9 years' experience within the Financial Services sector.
Tony ByrnePrivate Banker
tonybyrne@arbuthnot.co.uk01392 496061
Tony joined Arbuthnot Latham in 2009 from Lloyds TSB, where he had spent 22 years looking after personal and commercial clients as an account manager and specialist lender to the professional and medical sectors.
Martyn Elliott-CannonSenior Private Banker
martynelliottcannon@arbuthnot.co.uk01392 496061
Martyn joined Arbuthnot Latham in Dec 2012 from Coutts & Co, where he spent over 10 years as a Private Banker managing a portfolio of Ultra High Net Worth Clients across the South West of England.
Prior that that he worked with NatWest for 28 years, primarily in Relationship Management, but also undertook a variety of management roles within the bank including working in the Channel Isles and Regional Marketing.
He holds the Private Client Investment Advice & Management diploma from the CISI, and also the Financial Planning Certificate and Mortgage Advice & Practice (CeMap) qualifications.
Victoria MastersPrivate Banking Executive
victoriamasters@arbuthnot.co.uk01392 496061
Victoria joined Arbuthnot Latham in October 2010 and has progressed to the role of Private Banking Executive, supporting the Exeter based Private Bankers. Victoria graduated from the University of Bristol with a 2:1 BSc in Physiological Science and has since attained her Certificate in Mortgage Advice and Practice with a distinction.
Tracey StronghillLending Specialist
traceystronghill@arbuthnot.co.uk01392 496061
Tracey joined Arbuthnot Latham on moving to Devon in 2003. She has over 30 years experience in the financial sector of which more than 20 years has been in the City, latterly with Close Brother Ltd but prior to this she was with Nat West.
Bryan AmosWealth Planning Executive & Client Adviser
bryanamos@arbuthnot.co.uk01392 496061
Bryan joined Arbuthnot Latham in 2010 from iimia plc where he supported Ian Scott. He has 13 years' experience within the Financial Services Sector.
Bryan holds a BA in Business Management from Exeter University, and industry qualifications include the basic FPC, CF2 and JO6 (CF2 and JO6 being investment-based papers). He is currently working towards the Diploma in Financial Planning and the Certificate in Paraplanning.
Ian AveryChartered Financial Planner
ianavery@arbuthnot.co.uk01392 496061
Ian joined Arbuthnot Latham from Shipman Financial Planning where he was a Chartered Financial Planner. Ian achieved “Chartered Status” back in 2007 and is now aiming to become a Fellow of the Personal Finance Society.
Ian has over 25 years experience within the financial services industry. Early in his career he was with a leading insurance company and was responsible for providing training material and technical guidance for the corporate pensions division. Ian has expanded on his pensions knowledge passing advanced qualifications in relation to investment management and tax planning.
Cathy CookeWealth Planning Assistant
cathycooke@arbuthnot.co.uk01392 496061
Cathy joined Arbuthnot Latham over 10 years ago from South West Water where she worked in the pension department.
Cathy holds a Certificate in Financial Administration and is now in the process of studying for the Certificate in Financial Planning.
Helen EastwoodWealth Planning Assistant
heleneastwood@arbuthnot.co.uk01392 474192
Helen joined Arbuthnot Latham in 2010 after many years spent primarily in the legal profession in administrator roles.
Helen is in the process of studying for the Certificate in Financial Planning.
Ian ScottHead of Wealth Planning
ianscott@arbuthnot.co.uk01392 496061
Ian moved to Arbuthnot Latham in 2009 to develop his passion for assisting clients with their individual planning goals. Previous to Arbuthnot Latham Ian held the position of Regional Director of Financial Planning at iimia plc.
Ian is a Chartered Financial Planner and member of three professional bodies. He is an active member of The Society of Trust and Estate Practitioners and is one of the very few financial planners to hold its TEP qualification. He is also a member of The Chartered Securities and Investment Institute, gaining its MCSI qualification.
Ian is also an associate of the Personal Finance Society (APFS), and the financial services arm of The Chartered Insurance Institute. He has passed a wide range of advanced financial planning papers.
James TuckerWealth Planning Executive
jamestucker@arbuthnot.co.uk01392 496061
James joined Arbuthnot Latham in 2011 and has a strong financial services background, predominantly in mortgages.
James is fully CeMAP qualified and is currently studying for the Financial planning Certificate to aid his development further.
Peter KeechRegional Chairman
peterkeech@arbuthnot.co.uk01392 496061
Peter Keech established the Arbuthnot Latham presence in the South West in 1994. He has over 40 years' experience within the Banking industry having initially trained with Lloyds Banking Group and subsequently Credit Lyonnais in Bristol.
Simon CachiaRegional Director
simoncachia@arbuthnot.co.uk01392 496061
Simon joined Arbuthnot Latham in 2009 from Coutts & Co where he worked in the Oxford office. He has over 10 years' experience of dealing with private clients as well as having been the Corporate Director for Barclays Residential and Commercial Property.
Simon holds the CeMap and FPC qualifications.