WHO IS MAVEN WEALTH?
"Since establishing Maven Wealth, we have seen the value of advising a small group of clients across their whole balance sheet. The ability to truly understand your client and offer unconstrained advice to them and their family is more rare than we anticipated. Our decision to move out of the corporate world to a place where we can really add value is validated every day."
Paul's Story
Paul's career has spanned global financial services and consulting businesses and his CV features a number of internationally recognised brands. However, it is locally in the wealth management industry that he made his mark. After a successful corporate career, including three years as MD of BoE Private Clients, Paul found his sweet spot at Maven Wealth, combining skills with Andrew to provide a multi-family office solution to a small group of clients.
The ability to make a meaningful difference in the lives of clients, whilst finding an elusive balance between work & family has resulted
“The Finlayson brothers bring together a unique combination of strategic insights, creative problem-solving abilities, and authentic human engagement to provide clients a unique holistic platform to pursue their futures. ”
Andrew's story
Like Paul, Andrew has a long history in the private client wealth industry. Having cut his teeth as an analyst and investment manager, Andrew migrated to the wealth management space and enjoyed a successful career at Citadel Wealth Management where he was a director.
However, it is since establishing Maven Wealth with Paul that Andrew has been able to appreciate the value of independence and the objectivity it brings to clients.
