“My previous employer was taken over by a private equity backed service provider. I wanted to get back to an independent firm where I enjoyed the client contact and less bureaucracy was involved when swift decisions needed to be made. This is Valla to the core and an important part of how we differentiate from the competition.”
Nathan began his Financial Services career with a bank owned trust company as a trainee. In 1993 he moved his focus to working for a leading offshore law firm and in their private client team followed by an independent trust company gaining invaluable experience in administering offshore structures. Following this sharp focus on private client, corporate and fund clients, in 2010 Nathan made the move into business development.
Nathan knows the importance of tapping into the latest industry intelligence and meeting with professional intermediaries in the UK and beyond. This includes an awareness of new structures that may benefit clients and keeping abreast of the extensive tax changes that arise periodically.
His role demands the rare skills of empathy with clients and potential clients. In addition he is tasked with identifying and signing up new clients where he has responsibility for guiding them through the on-boarding process.
Nathan is a fully qualified member of STEP having graduated in June 2005.