Speaker details

Biography

Richard is a key member of our Family Office practice and specialises in the provision of services for ultra high-net-worth families. He qualified as a Chartered Accountant working in Jersey, Australia and New Zealand prior to founding and managing a high profile, full service single family office for over a decade. During that time Richard also completed his MBA through the Warwick Business School. Richard merged that single family office with Ocorian (previously Bedell Trust) in 2013. Since that time the Ocorian family office practice has grown substantially and now includes a number of ultra high-net-worth families of various nationalities with assets held globally. He has over 20 years' experience in setting up and managing high value and complex inter-generational wealth structures including Private Trust Companies, Trusts, Foundations and companies as well as being closely involved in his clients' worldwide philanthropic affairs. Richard also has considerable experience in managing a variety of asset classes particularly private equity, luxury assets including jets and super-yachts and other portfolio investments. He also has considerable experience with charitable and philanthropic services. Richard and his team have previously been awarded an Excellence Award for Multi-Family Office of the Year and have been shortlisted for the STEP Multi-Family Office of the Year. on numerous occasions. Richard was also personally acknowledged in the 'Honours List' in the 'Leading Trustees' category in the 2015-17 Citywealth Leaders List. Richard speaks at various events on Family Office matters and regularly contributes to leading publications.