Owen has more than 25 years’ experience in the financial services industry, predominantly in the finance and fund management sectors. He is very client centric and works with mainly high net worth clients. Owen’s focus is on individual financial planning and ensuring that his clients have the optimal financial solutions mix in order to achieve their financial goals.
He has been with Private Wealth Management (PWM) since 2006. Before joining PWM he worked for one of the major banks in the Corporate & Investment Banking division.
Owen holds the Institute of Chartered Secretaries (CIS) qualification which assists with the financial aspects of clients’ portfolios.