George is a Portfolio Manager with extensive experience managing investment portfolios for high-net-worth individuals and families, with a particular focus on clients with US tax considerations.
Since beginning his career in wealth and investment management in 2017, George has specialised in delivering tailored investment solutions that balance performance, tax efficiency, and regulatory compliance across jurisdictions. He is a CFA Charterholder and holds the Investment Advice Diploma (IAD) and the Private Client Investment Advice and Management (PCIAM) qualification.
George takes pride in providing thoughtful, long-term portfolio management grounded in a deep understanding of client needs and global financial markets.
