Kevin has spent more than 30 years within the wealth management sector advising high net worth individuals on how to achieve their strategic objectives. Fifteen years were spent with UBS, the world’s largest private bank and wealth manager, where he was an Executive Director before joining Oculus. His client centric focus remains unchanged, however under the Oculus umbrella he now has the freedom to advise across a broader range of solutions and become more integrated with clients other advisers such as accountants and lawyers in delivering more comprehensive planning solutions.

He’s a Chartered Wealth Manager and Fellow of the Chartered Institute for Securities and Investment, holding not only their diploma in wealth management but also in ethics and integrity.

Kevin is married with two grown up children and when not working can usually be found touring Europe somewhere off the beaten track or out on his bike with his wife Lisa searching for a suitable cafe!