Mike joined Julius Baer in 2019 from Deutsche Bank Wealth Management where he was a Wealth Planner for six years. Prior to this Mike was a retirement and pensions adviser at Hargreaves Lansdown. Mike provides advice to both domestic and international High Net Worth individuals on a number of key issues such as tax efficient investment, estate planning and retirement planning. Mike is a Chartered Financial Planner and a member of STEP where he holds the Advanced Certificate in UK Tax for International Clients.
- Wealth Planner
- Julius Baer
- Family Philanthropy | Governance and Succession Planning | Wealth Management
- United Kingdom
- 21/64 Virtual Approach Training