We simplify our clients' increasingly complex financial lives by providing comprehensive banking and investment solutions for companies, business owners and individuals. We do not only serve as a single point of contact to service our clients in all four quadrants of business and private banking and investing, but also as a resource for financial and estate planning solutions.
As a dual German/UK citizen with over 25 years of industry experience Robin WELLS, CFA, CPWA®, CDFA® brings a unique transatlantic view to the table that is invaluable to the international community, both on a professional and personal level.
