Five Asset Classes team - Opening Tbilisi office
Tbilisi Freedom Bridge

Our Story

Before establishing the company, we had worked with several other financial companies but they failed to deliver in several key areas so we decided that we could do better ourselves.

Founded in 2015 by Stephen James Wright and Peter Fitzpatrick we brought a wealth of experience to the market doing things that no other independent financial company was doing at the time. Peter had 35 years of experience and worked for two huge banks in the middle east. Steve a younger man had a different outlook than Peter and the two minds combined produced some excellent solutions that are very inventive.

In 2018 Peter received a cold call from an introducer working on behalf of NEBA Financial Solutions and a meeting was arranged with the CEO John Beverly. In hindsight it was one of the best things to happen because John had some solutions and we felt that if we bring the companies together then we could achieve great things.

Today we have a global presence with clients all over the world and are well established in the marketplace, but we feel it is always nice to know the backstory behind that success.

Book your meeting today with our specialist advisors.