Mark Sullivan

Mark has 14 years experience in wealth management with expertise in the provision of invesment advice to a range of different clients, including high net worth individuals, charities and institutions. 

He was previously a Director of Rathbone Investment Management Ltd, where he helped to establish the Charities Team and latterly a Director of UBS Wealth Management, where he was  Deputy Head of the Institutional Team. Mark is a fellow of the Securities Institute.

Specialist Area: Investment advice, strategic and tactical asset allocation, client relationships, client servicing and business development.