Andrea Dardi

Employed via Finsgate LLP (FCA-regulated UK entity) IUK Global Part of the Coleman Wealth Group, £2 billion in

• • Appointed to design and scale the multi-family office proposition, leveraging international expertise to build a best-in-class platform serving HNW and UHNW families across the UK, Switzerland, Monaco, and global jurisdictions.

• • Successfully onboarded three Tier-1 custodian private banks, enhancing custody infrastructure, improving institutional pricing, and expanding investment capabilities across discretionary, advisory, and execution-only mandates.

• • Led the creation of the firm's advisory and discretionary investment proposition, including the selection of DFM partners and development of an open-architecture investment platform.

• • Began transitioning domestic and international clients to the new platform, for a total of GBP 8 ML, integrating cross-border wealth structuring and tax-efficient solutions to increase client retention.

• • Left LGT to explore more suitable private wealth platforms for clients, including Advisory.

• • Oversaw a £250M+ book of business encompassing 50 high-net-worth clients, including UK RND European nationals and domestic financial professionals. Managed both advisory and discretionary mandates, incorporating alternative investments into portfolio allocations.

• • Increased client base and AUM through strategic initiatives, including the acquisition of former clients (primarily from Citibank Wealth) and targeted networking events with business introducers.

• • Drove significant growth in assets under management (AUM) from £130M to £250M over 3 years. Generated £20M in net invested assets within the past commercial year and actively promoted diverse wealth planning solutions, including offshore bonds, VCTs, SIPPs, and EIS.

• • Headhunted to a newly formed team focused on Tier 1 Investor Visa, RND, and international clients, where I designed, built, and managed multi-asset class discretionary portfolios.

• • Exceeded mid-year net new asset targets, securing £13M in discretionary mandates from 3 new clients.

• • Developed a network of introducers, targeting key professionals (accountants, lawyers, real estate agents, single/multi-family offices), and hosted 6+ private networking events.

• •