Jonathan’s professional career began at Goldman Sachs in the 1980’s , where he joined as an Analyst in the Private Wealth Management division. His exceptional skills and dedication saw him quickly rise through the ranks to become an Associate, managing portfolios for high-net-worth individuals. This early experience laid the foundation for his deep understanding of investment strategies and wealth preservation.

In the early 1990’s, Jonathan moved to J.P. Morgan Private Bank in London, taking on the role of Vice President. Here, he led a team responsible for managing the wealth of some of the UK’s most prominent families. His innovative approach to wealth management solutions and exceptional client service earned him a stellar reputation in the industry.

In the early 2000’s Jonathan had joined UBS Wealth Management as an Executive Director, overseeing the UHNWI segment. His leadership was instrumental in launching several key initiatives to improve client engagement and satisfaction. He expanded the firm’s services to include comprehensive estate planning and philanthropic advisory.

A few years later, Jonathan took on the role of Managing Director at Credit Suisse, focusing on global wealth management. He spearheaded the development of bespoke investment strategies tailored to international clients’ unique needs and played a key role in expanding the bank’s footprint in emerging markets.