Introducing our expert team

Michael is the Chief Executive and COO of Heligan Wealth Management, playing a pivotal role in its operations and client relationships. He has over 20 years of experience in private banking and wealth management, having previously spent 5 years at wealth management boutique Signia Wealth, where he was a member of the Executive Committee and served as a Client Director specialising in European UK resident non-domiciled UHNW clients in addition to heading the firm's £400m liquidity management proposition. 

Prior to Signia, Michael held multiple front office and relationship manager roles with London based private bank Coutts & Co, including heading the offshore banking business for the Coutts Private Office. Michael holds the Investment Advice Diploma and is a Chartered Member of the Chartered Institute for Securities & Investments. 

Stephen has over 40 years of portfolio management experience, having previously held roles at Matheson Investment Management, Prudential-Bache and Northern Trust, where as Head of International Equities he was responsible for the management of Northern’s International Growth Equity fund, a $1bn US mutual fund. Stephen also has extensive experience in the management of multi-asset class portfolios, and during his previous roles as CIO has been responsible for investment teams managing assets for a wide variety of clients in a number of jurisdictions across the world. Stephen holds an MA in Economics with International Studies from the University of St Andrews and is a member of the CFA Institute (AIMR).

Kieran has over 11 years of experience in finance, firstly as a corporate banker with RBS before transitioning into wealth management with Coutts and UBS. Kieran is a Law with Business graduate from University of Birmingham, a Chartered Fellow with the CISI as well as being a Qualified Financial Advisor (QFA) with the Irish Institute of Banking.

Martin, a consultant for Heligan Wealth Management based in the US, focuses on tax optimisation and wealth protection. A Chartered Tax Advisor and former lawyer, his experience includes wealth structuring at Grant Thornton and senior roles at Coutts Private Office and Signia Wealth. 

Charles has over 15 years investment management experience, with a background in managing discretionary and advisory mandates for a diverse clientele. His experience includes significant roles at Brown Shipley and Brewin Dolphin. Charles holds the Chartered Institute for Securities & Investment (CISI) Diploma and is a Chartered Fellow of the CISI.

Miranda, Senior Private Client Administrator at Heligan Wealth Management, brings extensive experience from Société Générale and Lloyds Banking Group, enhancing client relationship support and operational excellence. Her background includes roles in operational and client services at UK fintech startups. 

Kelly Degruttola joined our team in early 2015 as an Executive Assistant. Kelly oversees diary management, events planning and logistics whilst ensuring the day to day running of the office. Prior to joining us, Kelly worked as an Executive Assistant at Signia Wealth Limited which she joined in 2010.