Financial Advice
Savings & Investments
Advising high-net-worth and ultra-high-net-worth individuals on complex cross-jurisdictional wealth structuring and long-term capital strategy, Josh brings institutional discipline to private wealth planning.
Advising high-net-worth and ultra-high-net-worth individuals on complex cross-jurisdictional wealth structuring and long-term capital strategy, Josh brings institutional discipline to private wealth planning.
Josh's background spans banking, investment analysis, and international trade finance, positioning him at the intersection of corporate capital structuring and personal wealth advisory. Experience working with internationally active entrepreneurs and senior executives allows him to approach private wealth with the same rigour applied to corporate capital decisions.
Clients typically seek his support in:
Particular expertise lies in advising internationally mobile clients with assets, pensions, and financial interests spanning Africa, the UK, and Europe. The emphasis is on deliberate structuring, objective risk assessment, and long-term strategic alignment across jurisdictions.
Clients who work with him typically value discretion, analytical depth, and disciplined execution. Financial modelling and structured risk assessment underpin every recommendation, ensuring accumulated capital is organised in a way that preserves flexibility while protecting long-term wealth.

