Technical Planning Manager – Wealth Planning
He leads our technical planning team, with responsibility for planning policy and ensuring the delivery of client focussed advice.
Prior to joining Stonehage Fleming in 2021, Tom led the technical department at Canaccord Genuity Wealth Management and more recently at a national financial advice firm.
Director - Head of Risk & Compliance - Family Office and Corporate Services, South Africa
Partner – Group Head of Risk and Compliance - Family Office, Corporate Services, Legal and Tax Advisory