About
Paul Waterman brings a distinguished career in global finance, underpinned by a robust foundation in the UK banking sector, where he held significant roles within RBS (Royal Bank of Scotland) across its commercial, retail, and wealth management divisions.
With over two decades of expertise in UK banking, strategic wealth management, and complex tax structuring, Paul possesses a deep understanding of the financial landscapes in both our core markets (UK and GCC). In addition, he brings with him a deep understanding of creative wealth strategies across the global.
Alongside this, Pauls macro/ micro insight into the intricacies of global financial markets, alongisde his extensive knowledge around complex asset allocation and innovative approach to wealth strategies are recognized and respected across the global financial community.
Paul’s commitment to impact-led financial planning and ethical advice has positioned him as a leader in crafting strategies that not only preserve and grow wealth but also align with clients’ values and societal goals. His approach emphasizes sustainability, responsible investing, and long-term value creation, ensuring that financial plans contribute positively to both individual and global well-being.
Paul’s academic achievements include an Honours degree in Finance from Sheffield University, further complemented by his CISI and ACIB banking credentials. Specializing in strategic wealth advisory, estate planning, and advanced tax structuring, Paul has consistently delivered bespoke solutions to high-net-worth individuals, family offices, and trust companies, solidifying his reputation as a trusted advisor in the industry.