People often ask me how my career has evolved and what led me to the work I do today. If you’re interested in a personal reflection on the highs, the challenges and the lessons I’ve learnt over the past 25 years, I hope you’ll find this conversation worthwhile.
I speak openly about the people, experiences and conversations that have shaped both my career and my thinking, and why I believe helping individuals and families use their wealth with purpose is one of the most rewarding aspects of my work.
Along the way, I reflect on the lessons I’ve learnt from working across charities, foundations, wealth management and alongside philanthropists, all of which have reinforced my belief that philanthropy is at its most powerful when it is rooted in purpose, curiosity and genuine human connection.
We also explore why I believe the future of wealth management is about far more than financial expertise. As a new generation of wealth holders seeks advice that is more personal, values-led and collaborative, there is an opportunity for advisers to build deeper, more trusted relationships.
By creating space for conversations about purpose, legacy and philanthropy, we can help people make decisions that not only preserve wealth, but use it to enrich lives and contribute to a better future.
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