KINETIC PRIVATE INVESTMENTS - Key Persons
His initial career journey began in financial services, where he worked in the city for NatWest Stockbrokers. He was then drawn back to the sector in 2018, after many years of operating exclusively within media and marketing organisations.
Notably, Adam was part of the team that successfully took a financial start-up company through to a full UK banking licence, with the launch of GB Bank in his native North East. Adam's expertise and passion for operational excellence drive our team's success and ensure exceptional service for all clients and stakeholders.
Job Titles:
- Managing Director
- Chartered Fellow of the Chartered Institute for Securities & Investments
Andrew leads the regulated side of Kinetic Private Investments. He's a Senior Wealth Professional with huge experience providing wealth management solutions to High Net Worth & Ultra High Net Worth individuals.
He has over three decades of experience at large wealth management firms including Barclays Wealth & Julius Baer International Limited.
Andrew is a Chartered Fellow of the Chartered Institute for Securities & Investments.
Chris has taken the twenty years of experience and knowledge gained from working for a large, well established banks and financial institutions, into a series of smaller start-up firms, assisting in the creation and implementation of robust internal financial processes, which in turn, has afforded them a platform in which to flourish.
Chris's role at Kinetic Properties is to oversee all financial aspects of the business, including risk and cash flow management in addition to approving and managing budgets, ultimately driving the company's financial strategy and planning. Chris also assists the team on potential deal appraisals and provides a range of financial modelling tools to support transaction management and the preparation of management accounts.
Chris joined Kinetic as a Financial Consultant, coming with strong experience working with expatriate professionals and business owners in Madrid before returning to the UK to work with one of the largest wealth management firms in the country.
Following on from that, Chris worked with a leading North East IFA firm, which saw him providing personal and corporate financial advice for clients up and down the country. His role with Kinetic sees him provide independent financial advice to new and existing retail customers, as well as corporate business entities, and charities.
Job Titles:
- Head of Quality & Productivity
Chris joined Kinetic with a wealth of experience from a career spanning many different industry sectors. From Turbine Generators (NEI Parsons) to Aluminium Smelting (Rio Tinto Alcan). Food Manufacturing (Nestle) to Oil & Gas (General Electric, or GE as they're more commonly known).
His talents are much sought after and he continues to provide consultancy support to global organisations such as Drax, in his spare time away from Kinetic. His experience in Asset, Project, Operational & Engineering Management & Leadership manifests itself into valuable skills for Kinetic in Quality & Change Management, that he imparts on the Kinetic team as a business coach & mentor.
Chris is a hugely respected member of the team, and ensures that the team live and breathe Kinetic's values & principles. His determination in driving the standards of our business benefits not only our team as individuals, but our clients too.
Graham manages all administrative procedures and operations within Kinetic. His role sees him ensuring that our operational standards are continually met and that business processes are executed as efficiently as possible.
His vast experience in process and efficiency, comes from a lengthy career working for His Majesty's Revenue & Customs (HMRC), where he specialised in Tax, VAT and fraud processes. Valuable experience that ensures that our business is disciplined in its approach each and every day.
Linda is a very well respected member of the Kinetic team. loved by the team and more importantly, by our clients.
Linda joined Kinetic having had a stellar career in banking and finance. She managed a number of branches across the Northern Rock Group (Virgin Money), including at the Gosforth head office. Role's with Aviva followed, before her stellar CV led her into a very well respected IFA business where she dealt predominantly with high net worth clients.
Linda supports Kinetic's Financial Consultant and Wealth Manager, ensuring that all actions and decisions that our clients make, are implemented and carried out quickly and efficiently. Her expertise in dealing with investment product providers ensures smooth delivery and ultimately, a wonderful experience for our clients.
Peter is a vastly experienced Wealth Manager, that prides himself on fantastic client relationships. Having worked for many years for major financial institutions, such as Barclays Wealth, Peter has built a strong reputation advising clients on bespoke financial solutions tailored to their desired goals.
Peter's knowledge and experience mean he is a key part of the Kinetic team and a well-respected and trusted individual for our private clients.
Scott joined Kinetic Properties in December 2022 and manages the client operations for the business. Working closely with our Managing Director and our dedicated Wealth Manager's, Scott ensures that the client experience is slick, seamless and a resoundingly positive experience.
His knowledge and experience comes from working across a number of industry sectors, such as transport, education and finance. It's his expertise in the financial sector that has become of huge benefit to Kinetic and our clients. His time working with cash management specialists Cascade in particular, have seen Scott hone a skillset and become a hugely popular point of contact for the Kinetic client base.
With prior experience of working within large wealth management firms such as Barclays Wealth, Kleinwort Benson and Coutts, Stephen co-founded Tier One Capital Wealth Management, Cascade Cash Management, listed the TOC Property Backed Lending Trust plc on the London Stock Exchange.
Stephen's entrepreneurialism seen him co-found and successfully launch GB Bank, which received full authorisation by the Prudential Regulation Authority (PRA) and The Financial Conduct Authority (FCA) in August 2022. A project which took over five years from concept.
Job Titles:
- Head of Credit & Private Equity
Stewart's extensive knowledge can be linked to his academic success, having achieved an undergraduate degree in Finance & Investment Management and a Masters degree in International Financial Analysis.
His keenness to transition into the financial sector saw Stewart take up the position of Credit Specialist with a Newcastle-based wealth management company, where he skillfully managed the loan book, showcasing his acumen in financial analysis and risk assessment. He also took on the responsibilities of Chair of the Credit Committee.
One of the highlights of Stewart's career so far, has been his role in the creation and management of a listed lending trust on the main market of the London Stock Exchange. As Head of Credit & Private Equity, Stewart's depth of knowledge and strategic acumen make him an asset to our team, guiding us towards continued success in the realm of credit and private equity ventures.