Stephen joined Weatherbys Private Bank in January 2010 and is an Associate Director within our London office. Before joining Weatherbys, Stephen amassed a wealth of private banking experience having spent most of his professional life at Coutts & Co where he provided banking and wealth management to UK and international personal and corporate clients. Immediately prior to joining Weatherbys he was the investment adviser to a US based family and their charitable foundation. He is principally supported by Bimal Bhatt, Private Banking Executive, and David George, Private Banking Executive.
Stephen is a qualified financial planner, and a Chartered Fellow of the Chartered Institute for Securities & Investment. He is a member of the bank’s Credit Committee and also sits as a Member Nominated Trustee on the Board of the Weatherbys Pension and Assurance Scheme.