Samuel

A high performing Senior Portfolio Manager and Strategic Account Executive with over a decade of experience in financial risk, estate planning, and alternative asset management. Specializing in wealth preservation and capital growth for private investors, I bring a multifaceted approach to client success. I am an expert at navigating complex sales cycles and building institutional trust through data driven solutions and strategic advisory.

Senior Portfolio Manager | Strategic Accounts - Hackstons - London, UK

(2022-03 - 2026-01)

Directed the strategic management of private portfolios for a global clientele. Pivoted the organizational model from transactional sales toward a comprehensive solution based framework.

• Account Strategy: Engineered bespoke diversification strategies for assets independent of market volatility to ensure capital stability.
• Relationship Governance: Acted as a primary advisor to senior stakeholders, delivering regular market insights and portfolio risk assessments.
• Revenue Growth: Consistently exceeded performance targets by identifying unique opportunities and executing liquidity strategies for clients.
• Cross Functional Collaboration: Partnered with internal legal and logistics teams to oversee the entire asset lifecycle from acquisition to secure custody.

Strategic Account Manager | Estate and Succession Planning - Bon Accord Life - London, UK

(2020-04 - 2022-02)

Managed the preservation and transfer of private wealth through complex financial structuring and tax mitigation.

• Client Advisory: Provided sophisticated guidance on asset protection and inheritance tax to secure long term loyalty from a private client base.
• Solution Integration: Collaborated with professional clients to integrate specialized financial products into broader wealth preservation strategies.

Team Leader | Risk Mitigation and Fraud Investigation - Be Group Holdings - East Sussex, UK

(2015-12 - 2020-04)

Led a high performing team of ten focused on identifying financial risk and neutralizing threats in a fast paced environment.

• Operational Excellence: Developed rigorous training protocols that merged high level customer service with strict compliance and risk standards.
• Due Diligence: Protected organizational integrity by managing complex financial investigations and implementing proactive fraud detection frameworks.

Junior Accountant - Cuisine Collection Ltd - East Sussex, UK

(2013-11 - 2015-11)

Foundational experience in fiscal discipline, balance sheet management, and financial reporting.

GCSE