Brendan’s role encompasses Utmost’s markets in Asia, and the Middle East, and selected European markets, as well as supporting global partners focused on UHNW individuals.
Brendan has over 31 years’ multi-jurisdictional experience across the UK, Crown Dependencies, Hong Kong, Singapore, EU and United Arab Emirates. He has developed and supported tax and estate planning solutions, across various customer segments, including UK, Asian HNW, Australian, South African, Global Indian and European nationals. Brendan is the Tax Committee Chairman for the Association of International Life Offices and recipient of the STEP Worldwide Excellence Awards in 2018 and 2020.
Qualifications
› Chartered Financial Planner
› APFS (Advanced Diploma in Financial Planning)
› TEP (Trust and Estate Practitioner – STEP)
› ACG (Chartered Secretary)
› Postgraduate Diploma in Administration and Law
› HKIIQE (Hong Kong Insurance Intermediaries Qualifying Examination).