Jonathan is an independent consultant and non-executive director, working with a number of firms in the fiduciary and wealth management industry.
Prior to this, Jonathan worked at Asset Risk Consultants (‘ARC’) for twenty years, in a number of Director roles, contributing significantly to ARC’s growth and their relationships with a wide range of intermediaries, seeking to provide practical solutions to their clients investment questions.
With a BSc (Econ) degree in Economics from the London School of Economics, he has significant investment banking experience from his time on trading floors at Morgan Stanley International and Société Générale Sydney and Singapore, where he was Chief Dealer and Regional Chief Dealer in Singapore respectively. After moving to Paris, he attended INSEAD completing an MBA gaining a Distinction. He joined ARC in 2001.
Jonathan holds both the Fellow and Chartered Wealth manager designations from the Chartered Institute for Securities & Investment as well as a qualified member of the Society of Trust and Estate Practitioners (STEP). Amongst other roles, he is a STEP Guernsey Committee member and is a Trustee of the Elizabeth College Foundation, and has held a number of listed and non-listed non-executive positions.