Tim is a highly experienced business leader having spent more than 20 years in the wealth-management industry, with a CV that covers a wide range of business channels both in the UK and offshore. He is a Principal and Co-founder of The Private Investment Office.

Tim has worked for a variety of blue-chip institutions and in particular held senior positions at Barclays Wealth and UBS Wealth Management.

Tim is qualified across a number of disciplines and holds both the CFA Investment Management Certificate and Advanced Financial Planning Certificate, as well as various leadership, banking and stockbroking qualifications. He is also an accredited Six Sigma practitioner and a partner and co-founder of StratEx Partners LLP.