Greg Oldfield

Associate Director

Greg Oldfield LinkedIn Profile

Greg is an Associate Director in the US Family Office and assists in advising US-connected families on their global wealth requirements. Greg has extensive experience in managing families affairs in a US/UK compliant manner and provides advice on establishing strategies to meet longer term financial objectives.

Greg graduated from the University of South Africa (UNISA) in Economics. He is a Chartered Member of the Chartered Institute for Securities and Investments (CISI) having achieved the Private Client Investment Advice and Management (PCIAM) qualification. Greg also holds the Diploma in Regulated Financial Planning and the Investment Management Certificate (IMC).