Marcus is a highly experienced wealth manager in our Private Office. He advises corporates, family businesses and individuals on liquidity event wealth structuring. He spent 15 years at UBS primarily working in the Ultra High Net Worth global sector. Prior to this, Marcus was a partner at a pensions and investment advisory boutique, which was acquired by UBS in 2004.
Formerly a maths teacher, Marcus is a Chartered Member of The Institute for Securities & Investments. In addition, he has attained Chartered Institute qualifications for pensions advice.
