Steven provides a depth of perception to legal and business challenges

Steven has the rare experience of having both led, and acted as legal counsel to successful money management enterprises in the UK, U.S., and offshore. Noted for his energy, enthusiasm, and wit, Steven’s combined legal expertise and international industry experience in money management enables him to provide a depth of perception to legal and business challenges, and opportunities faced by those responsible for looking after others’ money.

Biography

Steven commenced at City of London law firm, Ashurst, as a member of the ‘international finance group’ with a diverse practice, ranging from project financing to corporate acquisitions. Moving in-house, first to Swiss Volksbank and latterly Bank of Bermuda HSBC, he provided legal counsel on a broad range of banking activities including commercial lending, trading activities, litigation, regulation and advice to international families.

In 1997, he joined Sentinel Investment Advisors LLC, New York (a large institutional investment manager) where, in addition to establishing the firm’s international investment advisory presence in Europe, Asia, and New York, he built and managed their first global equity real estate fund, and created (with academics from Maastricht University) the first investable global real estate index.

In 2002, he established his own offshore investment advisor to a suite of alternative lending funds, providing secured financing to U.S. companies. As joint Legal Director and Senior Partner, he led the company’s successful growth establishing the firm’s presence in the U.S. (New York and Houston) and offshore. In 2010, he also co-founded and advised a London based FCA regulated global payments provider, exiting through a successful sale in 2013.

While advising on UK legal matters only, with his extensive knowledge of the offshore, U.S., UK, and European industry, and a comprehensive network, Steven brings a depth of legal experience and business insight for those with an international as well as local dynamic – particularly when operating cross border in Europe and the U.S.

Steven was called to the Bar of England and Wales (Middle Temple) in 1985 and later requalified as a Solicitor England and Wales, and is an associate member of the American Bar Association.

Expertise

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