Who I am

 
 
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I have spent several decades working to promote British and American business relationships and was fortunate to have been appointed by Her Majesty The Queen as an Officer of the British Empire (OBE) for my services to US and UK commerce.

I have spoken frequently at conferences, on TV and radio, authored many articles, and co-authored several books and publications. My most recent book is Three Bridges – Adulthood is Easy Until Life Intervenes.

I live in Westlake Village, California and my passions, besides time with my family spread around the globe, are riding my spinning Peloton bike, kayaking, and my lifelong devotion to support Tottenham Hotspur Football Club.

 

 
 

My Experience

 
 
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MY EXPERIENCE

For over 40 years I have worked with hundreds of wealthy families and business owners across the globe and from many cultures as a trusted advisor or board member.

I have been Chairman of my family-owned retail business for almost 30 years. In addition, I have managed single-family offices for wealthy families and their family businesses, was CEO of HSBC Private Bank in Southern California, and practiced as a Managing Partner at Arthur Andersen for almost 30 years.

I have served as a board member to over 25 boards. I am a Chartered Accountant in the UK and a CPA in the US, but no longer practicing. I have doctorate and master’s degrees in Human Development from IUPS and an Economics degree from the London School of Economics (LSE).

Last, while I have learnt much from my professional and academic experiences, my personal life has withstood some major adverse life events and necessary transitions that has taught me to learn some invaluable skills. I use my own life experiences as well as my professional and academic skills to focus on optimal decision making. This has become useful as a board member or advisor to help others as they contemplate how they make the right decisions to address their key challenges.

 

 

 

 
 

My Qualifications

 
 
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MY QUALIFICATIONS

I earned my Ph.D. and Masters degrees in Human Development from the International University of Professional Services (IUPS) and I am a graduate of the London School of Economics with a degree in Economics, Accounting and Finance.

Professionally I am a retired Fellow Chartered Accountant (FCA) of the Institute of Chartered Accountants in England and Wales, a retired member of both the American and California Institutes of Certified Public Accountants (CPA), a member of the International Coaching Federation (ICF), the Harvard Institute of Coaching (IOC) and the International Positive Psychology Association (IPPA).

I am globally certified as a positive psychology coach, to help round out my ability to provide my objective insights and enable people to make the best decisions in their personal and business lives, so they can thrive and flourish.