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Advisors

Brad Stephenson

Brad

Brad is a Chartered Accountant from New Zealand. He has spent the last 20 years working in New Zealand, the Cayman Islands and the United Kingdom. He has an in-depth knowledge of both the onshore and offshore world, working in fund administration, regulatory compliance as well as being a Non-Executive Director on dozens of structures including Hedge Funds, Private Equity, Real Estate, Venture Capital, IP and Pharmaceuticals. These entities have ranged from multi-billion dollar pension funds down to a few million dollar start-ups.  Brad is a key advisor, he is able to teach you everything from how to start a fund and management company, to when the time is right, how to sell or close your business. At all points in the life-cycle, he is here to assist.  

 

Brad is certified by an FCA Authorised Firm, to deal directly with clients.  


Our partner firms are specialists in every part of the finance industry and we are the best people to help you sort through the noise. 

Alex

 Experienced finance professional specialising in Liquidity and Treasury Management across the banking & financial services industries. 

Jack

 An expert at business development with extensive experience in cross-border banking and corporate partnerships, working with EMIs, PIs, and financial service providers across the UK and EMEA. 

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