Tony works within the US Family Office and was instrumental in the development and management of the Group’s US SEC registered company. He has been working in partnership with international private clients and their advisers for over 30 years, particularly in North America and the Caribbean. One of his key achievements for London & Capital is to have successfully built dedicated areas of investment excellence within the investment team.
Tony is London & Capital’s technical in-house investment expert on matters relating to US wealth management, specifically UK resident non-domiciled families and US citizens living in Europe. He oversees the international strategy across the London & Capital Group for US clients and plays a leading role in the firm’s US Family Office, advising clients on tax optimisation through investments and overall asset allocation.
Tony holds UK and US investment qualifications and licenses including the Investment Management Certificate, IMC, (1997), FPC 1 and 2 (1994), Certificate in Financial Planning, CF2, (1996), together with US series 65 FINRA (2005) and the Diploma in Financial Advice (2016). He has been UK authorised since 1984 and US SEC registered since 2005.
In his free time Tony loves to cook and is a real film buff and music fan evidenced by his glamping trip to Glastonbury in 2017. He’s also a keen sports enthusiast and is regularly found at the spin cycle studio in his local gym. Tony has been married to Mary for over 31 years and has four grown up children, including identical twins!