stevengillespie
Steven Gillespie

Chief Operating Officer

With a decade of experience collaborating with clients across the globe, I have earned the reputation of being the go-to advisor for expatriates. I adeptly oversee both short-term and long-term investments, catering to a diverse clientele hailing from over 20 countries.

My expertise lies in international tax planning and portfolio management, where I employ a wide range of financial tools to empower professional expats in attaining financial independence. Guided by a client-centric approach, I prioritise customised strategies that adapt to the unique needs of each individual, recognising the paramount importance of tailored solutions in today’s interconnected world.

Driven by an unwavering passion for helping clients achieve their financial aspirations, I have fostered enduring relationships that endure beyond five years for more than 70% of my clients.