When I envisaged New Quadrant Partners I wanted to create a team with different skills that, together, could service the needs of today's wealthy families.
I am a tax lawyer with a very diverse practice, but I started my career in the City just after Big Bang. I spent the first four years working as a private client stockbroker. In 1990 I joined the private client department of a major commercial law firm on their trust management team and qualified as a lawyer seven years later. I spent 13 years of my career at the leading private client firm Payne Hicks Beach, where I became a Partner in 2000.
My team moved with me to establish New Quadrant Partners and we all share the vision that wealthy individuals need a broader wealth advisory service than can be provided by the traditional law firm model.
My practice is extremely varied. I act for large family groups, landed estates, business entrepreneurs, and sophisticated investors such as hedge fund managers and private equity principals. Whilst the backgrounds of these clients differ their objectives are often similar - they are seeking ways to maintain and manage family wealth through multiple generations.
New clients principally contact me for advice on the most tax efficient way to structure their assets, but our approach is more holistic than pure structuring. We set out a family strategy and work with clients to implement this. Many of my clients are not originally from the UK and have assets and interests all over the world. In addition to our multi disciplinary approach, we work with other professionals both in the UK and abroad to tailor our offering.
We put together the best-qualified team to provide for our clients; drawing from our expert associates in banking, investment and property. Whatever the client requirement may be, our selection is always truly independent.
I have been listed as a Top 20 Women in Private Wealth Management, one of the Top 20 Lawyers, a Power Woman and a Leading Lawyer in the City Wealth Leaders List 2016.
I was nominated for Citywealth's Lawyer of the Year 2016 and winner of Entrepreneurial Individual of the Year 2016.
I have been listed in eprivateclient's 50 Most Influential for 2017.