Christopher Southgate
Comprehensive wealth advice. A problem-solver who resolves issues, simplifying the complex and ensu...
Henley-on-Thames, Henley-on-Thames, United Kingdom
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Christopher Southgate’s Email christopher.southgate@coastwiseconsultingltd.com
Social Media
Christopher Southgate’s Location Henley-on-Thames, Henley-on-Thames, United Kingdom
Christopher Southgate’s Current Industry Bink Coastwise Consulting Ltd
Christopher Southgate’s Prior Industry IPG Family Office Limited | Capital Union Bank | EFG Bank | United European Bank | APAX Bank & Trust | Guernsey Capital Management Limited | APAX International (UK) Ltd | Touche Remnant Fund Managers | Citicorp Scrimgeour Vickers, Stockbrokers | Montreal Trust Company
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Work Experience
Bink
Private Investor
2018-03-01 00:00:00 - Present
Coastwise Consulting Ltd
President
2016-06-01 00:00:00 - Present
IPG Family Office Limited
Associate
2017-02-01 00:00:00 - 2018-04-01 00:00:00
Capital Union Bank
Client Relationship Manager
2016-01-01 00:00:00 - 2016-06-01 00:00:00
EFG Bank
CRO / Senior V-P
2006-09-01 00:00:00 - 2015-08-01 00:00:00
United European Bank
Private Banker
1998-01-01 00:00:00 - 2006-07-01 00:00:00
APAX Bank & Trust
Managing Director
1996-02-01 00:00:00 - 1997-12-01 00:00:00
Guernsey Capital Management Limited
Managing Director
1988-04-01 00:00:00 - 1996-01-01 00:00:00
APAX International (UK) Ltd
Portfolio Administrator
1986-11-01 00:00:00 - 1988-03-01 00:00:00
Touche Remnant Fund Managers
Contract position - Portfolio Administration
1986-09-01 00:00:00 - 1986-10-01 00:00:00
Citicorp Scrimgeour Vickers, Stockbrokers
Contract position - International Securities Reconciliations
1986-07-01 00:00:00 - 1986-08-01 00:00:00
Montreal Trust Company
Client Administrator, Benefit Plans
1985-02-01 00:00:00 - 1986-05-01 00:00:00Skills
Languages
FAQ About Christopher Southgate
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Christopher Southgate is located at
Henley-on-Thames, Henley-on-Thames, United Kingdom -
Christopher Southgate is a Comprehensive wealth advice. A problem-solver who resolves issues, simplifying the complex and ensuring the smooth running of clients' affairs. I have more than 30 years of experience advising private clients, overseeing, analysing and advising on asset holding and estate planning structures and underlying investments for HNWI clients and UHNW families. I provide a road-map for clients to realise their goals and navigate around the pitfalls, offering highly customised advice that focuses on multi-generational wealth management, succession and estate planning strategies. Having held several directorships, I provide creative solutions, driving the bottom line whilst building trust and providing exceptional service. I am an experienced negotiator and deal-maker, building profitable long-term business relationships, many of which have developed into personal friendships. I am a connector and I have been involved in many projects such as raising capital for a start-up, trouble-shooting for high net worth individuals, and helping non-profit entities grow and develop. Outside of the office, I'm dedicated to nurturing entrepreneurship and my family. A dual Canadian and British citizen with residence status in The Bahamas, I have lived and worked in major finance centres from Toronto and Nassau to Guernsey and London. I AM EXPERIENCED IN AND PROVIDE: ????Family office services ????Trusts & Foundations ????Investment Management referral ????Venture Capital - Private Equity referral ????Insurance-related structuring & Private Placement Insurance ????Banking services ????Independent tailor made solutions & global advice to entrepreneurs, wealthy families, individuals, firms and institutions THROUGHOUT CAREER: ????Wealth Management / Private Banking ????High Net Worth Clients HNW ($1million+ in assets at the firm) ????Client-Facing: Financial Planning Adviser See how I can help you achieve your goals at: ☎ 447913849060 (Mobile) ???? Christopher.Southgate@CoastwiseConsultingLtd.com
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Christopher Southgate currently works in the Bink | Coastwise Consulting Ltd |
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No Languages Available
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Christopher Southgate has prior
experience in the following industries:
IPG Family Office Limited | Capital Union Bank | EFG Bank | United European Bank | APAX Bank & Trust | Guernsey Capital Management Limited | APAX International (UK) Ltd | Touche Remnant Fund Managers | Citicorp Scrimgeour Vickers, Stockbrokers | Montreal Trust Company -
Christopher Southgate has the following professional experience:
Bink | Coastwise Consulting Ltd | IPG Family Office Limited | Capital Union Bank | EFG Bank | United European Bank | APAX Bank & Trust | Guernsey Capital Management Limited | APAX International (UK) Ltd | Touche Remnant Fund Managers | Citicorp Scrimgeour Vickers, Stockbrokers | Montreal Trust Company -
You can view Christopher Southgate’s LinkedIn profile at LinkedIn URL
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Christopher Southgate’s work email
addresses are
christopher.southgate@coastwiseconsultingltd.com -
Bink | Coastwise Consulting Ltd |