Administration, Advisory and Operations – Pearl Advisory & Consultancy Ltd
Stephen has more than 35 years of experience in financial services, including, wealth management, fund management, investment management, consulting and banking with a broad range of senior positions held in both front and back office. Predominately working for HSBC, Stephen started in investment management roles in London, before moving into wealth management.
He relocated to Switzerland in 2006, working in wealth management, with positions held including; Market Head, Global COO, CAO, Chair of Due Diligence, before moving into consulting, leading a new business initiative providing regulatory, compliance and risk management services to wealth management companies.
Moving back to the UK in 2016, Stephen founded a consulting & advisory company focused on supporting fund managers and distribution / private placements companies, providing services such as; business development, compliance & regulatory support, corporate governance, business administration & operations, supporting / coordinating fund launches plus marketing & communication.