The Team

Claire is the office manager and oversees the HR and administration side of the business. She has over 10 years’ experience managing and developing office processes and functions. Out of work she enjoys aerial hoop and anti-gravity yoga; at the weekend she can be found trekking across the Hertfordshire countryside trying to increase her fitbit steps.

Aryeh heads our US office and is responsible for servicing private banks and boutiques in the Americas. He has an excellent network of Private Bankers and Portfolio Managers in both developed and emerging markets. He is a keen poker player and art collector.

Sam runs our Emerging Markets team, covering private banks, IAMs and family offices. He is a keen chef and can always give good recommendations of where to eat out. In his free time, he can be found refining his gin tasting skills or exploring a European city.

Hailing from Scotland, Anna heads our private banking research team. Outside of the office, she spends her free time experimenting with new recipes and planning her next jam packed trip. Walking the Camino de Santiago and the West Highland Way are on the bucket list.

Shoshana is responsible for our company accounts, invoicing, credit control and ensuring efficiency of our Middle Office. When not in the office she loves to bake and design birthday cakes. She guarantees a healthy bottom-line and unhealthy waistlines.