Our Team
Meet the team dedicated to your financial success.
Our people are the foundation of our commitment to delivering tailored financial strategies. Combining deep experience, specialised knowledge, and a passion for service, our team works collaboratively to help you navigate complexity and achieve your family's distinctive goals with confidence.
Peter Leggett
Chairman & Chief Investment Officer
Judy Schmidt
Director & Private Client Adviser
Mark O’Leary
Private Client Director
Simon Lewis
Private Client Adviser
Rod Runco
Private Client Adviser
Seton Leggett
Chief Operating Officer
Rae Anne Borbon
Administration & Paraplanning Assistant
Ryan Synnot
Head of Investment Management
Kreston Leggett
Private Client Adviser
Leonarda Vella
Client Services Officer
David Green
Advice Manager & Private Client Adviser
Sunshine Badilles
Administration Manager
Elodie Ashton
Administration Assistant
Tiffany Duncan
Client Services Officer