“I had always worked for large, private banks but increasingly more and more time was spent meeting the wider group objectives and needs which weren’t always aligned or in the best interests of the client. At Valla our focus is always on our clients and with the objective of supporting our teams in their professional development. It has been the secret to our people retention.”
Charles has worked for a number of leading financial services businesses and has over 35 years of experience in private client wealth management and planning. A particular focus has been working with families from the Far and Middle East.
He has worked for a number of years in the securities department of a large private bank and was responsible for corporate re-organisations and mergers. Charles then moved into the private client world within the same organisation before being appointed as an associate director for a Swiss private bank, leaving there to become Managing Director of another well-established financial institution.
Charles has developed a passion for the technical challenges of seeking out practical solutions for families when planning and structuring products around their specific needs.
Charles holds a BSc (Hons) in Financial Services, is an Associate of the Chartered Institute of Bankers and a member of the Society of Trust and Estate Practitioners.