Abi started at HSBC in 2006, offering a compelling insight on a range of topics, including asset allocation, investment strategies, market dynamics and wealth management. He listens to investors articulate their needs, goals and priorities, and then partner with them to develop holistic wealth and investment management strategy. He holds a degree in Economics and Masters in Finance (2005). His industry qualifications including Advanced Diploma in Financial Planning, Securities, Regulations, Discretionary Investment Management certificates to name but a few. He enjoys various outdoor activities.

I created Folwealth after a successful time in Banking and Financial Services. I was keen to create a firm where Wealth Management represented one of the core businesses and hence was integral to the strategy of the business. Fol stands out as an entrepreneurial and innovative business, which successfully maintains core advisory investment management values. I was also attracted to creating a “client centric” and bespoke approach to managing client wealth, as well as developing an ability to offer solutions to enable wealth creation; this including having complete independence in providing tailor made solution to clients.

I define the vision, provide a strategic direction and develop a working plan of action for the team. As an advisor, I focus on entrepreneurs and corporate executives. By focusing on specific segments, we are able to provide more informative and relevant solutions to clients, as well as provide networking opportunities for clients to develop business relationships with each other.

The Industry needs to be more accountable to clients and operate with integrity. Success will come with hard work, vision, discipline and determination; when the opportunity arises Fol Wealth would seek candidates with the technical and functional experience to fill openings. We are a very small firm and we choose to remain so, in order cater adequately for our niche client base.

The main consideration in the recruitment will be the necessity of securing the highest standard of efficiency and competency. Fol wishes to attract candidates who are committed to the core value of our firm, who have an entrepreneurial spirit and the ability to push on, even when the going gets tough.

This is undoubtedly going to constrain the proposition that certain businesses are willingly to offer clients, but we see increased regulations as an opportunity for smaller firms like ourselves. The bigger you are, the greater the regulatory cost and the less flexible you become in offering solutions on a more bespoke basis.