Graham is a member of the Private Wealth Management Committee with responsibility for client relations, cash management, investment services and relationships with key professional advisors.
Graham principally acts as relationship overseer for sophisticated private clients and international corporate clients. Collaborating with independent law firms, tax/accountancy firms and investment managers, he ensures the delivery of appropriate holistic solutions for the protection and management of wealth.
Graham has more than 30 years’ experience in the global private wealth industry, primarily gained from holding senior client facing positions within the international marketplace. Prior to joining Equiom in May 2015, Graham was a director of Lloyds Trust Company (Channel Islands) Limited where he assisted in its successful sale to Equiom.