Air Capital Partners group is a recently formed, PE-backed, wealth management and private investments business, focussed on the UHNW market and seeking to operate internationally. I am responsible for the group’s legal, compliance and risk functions. I am currently designing our governance, legal, compliance and risk infrastructure (including evaluating tech solutions), as well as leading on various regulatory applications, operational readiness, and doing legal and regulatory work on organic growth initiatives.

AlTi is a Nasdaq-listed wealth and asset management business, formed by a complex multi-party merger in 2023. I led the legal, compliance and risk functions for its business units outside the US. I was a member of divisional leadership teams, sitting on multiple subsidiary boards and committees (including executive committees, compliance and risk committees, investment committees and pricing committees). My work included overseeing multiple M&A transactions in various jurisdictions (including extensive involvement in the AlTi merger and de-SPAC), debt finance, re-structuring, costs savings actions, strategic investments, post-M&A integration, governance and operations, employment matters, disputes, commercial contracts, regulatory matters (including regulator engagement) and ongoing compliance with our parent company’s obligations as a US-listed company under SEC rules. In addition, I led on investment fund legal matters for wealth management (structuring, formation, transactions, and ongoing management and operations), worked on co-investments, and corporate finance matters, was SMF 16 and 17 for FCA-regulated entities, and was a non-independent director and PCF Holder for a CBI-regulated Irish fund platform (ICAV).

Corporate lawyer, specialising in investment funds and asset management. My practice included work on fund launches/IPOs, other capital raises, advising fund/asset managers/investment banks on fund formations, including structuring, offering documents, regulatory and tax matters, marketing, service provider and trading contracts, etc. I also worked on M&A transactions, provided ongoing advice to fund/asset managers, including on operational and financial services regulatory matters, and provided ongoing advice to listed investment companies. Secondment to Man Group plc from Jan 2017 to Sept 2017, working on fund matters. Prior to qualifying I trained at HSF, completing seats in Corporate Tax, Corporate (M&A and ECM) (London), Corporate (General) (Hong Kong secondment), and Litigation (Banking, Corporate Crime & Investigations, Regulatory Enforcement). Before that, I was a paralegal at HSF in the investment funds team, working on fund launches, capital raises, M&A transactions, and other advisory work. My time included a secondment to BlackRock from Jan 2013 to Aug 2013 to work on AIFMD implementation and their application to be authorised in Ireland under AIFMD (including work on all fund documentation, including service provider and trading arrangements).

Practical Law is now owned by Thomson Reuters and is a leading legal know-how, research and tech solution. My role was generally writing and editing practice notes, standard documents, and developing other legal resources with tech available at the time. I worked primarily in the Corporate Team, but also covered a range of other practice areas, including corporate, structured finance and securitisations, financial services regulation, aspects of US corporate law and white-collar crime (including the UK Bribery Act and US FCPA). Secondments in New York and Brussels.

Practising Solicitor, England and Wales

Solicitors Regulation Authority

2025 - 2026

Credential ID: 392499