Corient UK

Chief Solutions Officer managing Corient's traditional investment strategy, wealth planning and family office services. Previously at Millennium Management and the Boston Consulting Group.

CEO of EMEA and board member who founded Stanhope Capital Group, one of Europe's largest independent wealth managers. Previously at UBS Warburg and a CVC-backed private equity fund; author and founder of the Independent Investment Management Initiative.

Head of US Wealth Advisory managing the firm's advisors and client relationships. Co-founded a wealth management firm later acquired by Corient and previously worked at Merrill Lynch and Goldman Sachs.

CFO of Corient with over 25 years in global finance. Joined from Citigroup where he served as CFO for EMEA and earlier as CFO of Citibanamex and the Latin American region.

Executive Chairman of EMEA whose prior experience includes Stonehage Fleming, where he helped build one of the world's leading family offices, and Deloitte & Touche. A former South African Chartered Accountant and Advocate.

CMO of Corient and CI Financial responsible for global branding and communications; joined in 2020. Previously CMO at WisdomTree for 14 years and held senior marketing roles at Bank of America, Citigroup and Fidelity.

COO of Corient overseeing operations, technology, trading, legal, compliance and real estate. Previously a Managing Director at Citadel, including COO of Global Equities, and earlier at McKinsey.

CHRO of CI Financial and Corient leading the HR function. Previously held senior HR and transformation roles at EY, GE, RBC and BMO, including CHRO of Capital Markets and Wealth International at BMO.

Global CIO leading Corient's investment platform and chairing its Investment Committee, with over 20 years in investment management. Previously at Falcon Fund Management and legacy firm RGT, where he became Global CIO; CFA charterholder.

Head of M&A leading the firm's mergers, acquisitions and integration strategies. Joined CI Financial in 2003 and held various asset and wealth management roles before his current position.

Chief Strategy Officer overseeing sourcing, diligence and administration for Corient's private fund assets and Regional Managing Partner for the NY/Tri-State team. Previously a partner at BCG and head of data strategy at WisdomTree, having started at McKinsey.

General Counsel responsible for all legal matters. Previously oversaw legal and compliance at Freestone Capital Management and was senior counsel at HBK Capital Management, having started at Weil, Gotshal & Manges.

President of EMEA with over 30 years of international management experience in banking, wealth and financial services, including prior roles at Stonehage Fleming.

Investment Associate who joined Larchpoint in 2023; previously an Analyst at Berry Street Capital. Holds a BA (Hons) in Geography with Business from Nottingham University.