Meet some of Our Team

We believe that by hiring the right individuals & continuously helping them expand and refine their skill-set, will result in the long-term success of our company.

We hire skilled and motivated individuals who possess the ambition to progress and advance in our industry, so that we assemble the best team for consistent results for our company and our clients’ success.  Here, you can find a few of the key members that deal with every case in some way.

George Goldstein

CEO / Founder

David Johnson

VP of International Trading

William Shaw

Head of International Trading

Simon Lawson

Head of Institutional Trading

Edward Manson

Head of Allocations

Daniel Bryant

Head of Private Client Division

Benjamin Wyatt

Head of Wealth Management

Julian Grayson

Head of Portfolio Management

Lincoln Willow

Senior Portfolio Manager

Richard Miles

Senior Portfolio Manager

Robert Jameson

Senior Portfolio Manager

Michael Kohen

Senior Portfolio Manager

Everett Parker

Senior Asset Manager

Phillip Payton

Senior Asset Manager

Michael Bennett

Senior Asset Manager

Charley Finch

Senior Asset Manager

Dean Blake

Senior Wealth Manager

Edward Tucker

Senior Wealth Manager

Lauren Avery

Senior Wealth Manager

Oscar Remington

Senior Wealth Manager

Our Services

We provide market-leading services that help give you the confidence you need to make the first steps to a better future. If you wish to find out more about the services we provide, contact our team and we will help guide you.

Find out more about how our alternative markets service can benefit you & your circumstances.

Find out more about how the equity markets service can benefit you & your circumstances.

Find out more about how our wealth management service can benefit you & your circumstances.

Find out more about how our strategic advice service can benefit you & your circumstances.

Find out more about how our retirement plans can benefit you & your circumstances.

Find out more about how our Cryptocurrency service can benefit you & your circumstances.