Charlie runs a team dedicated to the largest clients of HSBC Private Banking, advising individual clients and family offices on all aspects of their personal affairs, involving the appropriate specialists wherever necessary. He joined HSBC in 2005. Charlie is a qualified lawyer, his background grounded in corporate finance at Freshfields, before moving to structured finance and then private wealth management. Charlie is an MBA, Chartered Fellow of the Securities Institute, voted Private Banker of the Year (Spears 2016, 2013 & 2010), Top 10 UHNW Index 2016, 2015 & 2014, nominated Private Banker of Year (Spears 2015, 2012, 2008 / Citywealth MagicCircle 2016, 2010) and WealthBriefing
UHNW team 2016; Top10 Rising Stars in European Wealth Management/ Top100 in European financial markets (Financial News). A huge supporter of private business, Charlie co-chaired the national judging panel for the UK’s Private Business Awards for many years.