Kevin is an experienced & successful wealth management professional specialising in wealth and investment planning for Private Clients. Kevin is a qualified Chartered Wealth Manager through the Chartered Institute for Securities & Investment (CISI) and holds Level 7 Chartered Wealth Manager Qualification and the Level 6 Pension Transfers & Planning Advice qualification.
Kevin has over 16 years of experience in financial services and has worked in various Private Banking roles with Lloyds International Private Banking in Jersey advising clients based globally. In 2018, Kevin and his family relocated to Dubai, UAE to work with Arbuthnot Latham as a Private Banker.
A key focus for Kevin is to continuously exceed his client’s expectations providing clear and knowledgeable advice with an exceptional level of service building strong, trusted, and lasting relationships.
Kevin is married with two young daughters and is based in Dubai, UAE. Outside of work, Kevin enjoys spending quality time with family and friends. A keen swimmer and fan of rugby.