Yogesh Dewan

Yogi specialises in protecting family wealth, and is exceptionally good at taking on difficult and challenging clients and complex situations and bringing a clear and well thought through solution to the table. Yogi is always happy to spend time with clients explaining investment issues and feels particularly strongly about educating the ‘next generation’ so that wealth is nurtured and developed as it is passed on through families. His investment advisory skills are notable, and he is not afraid of delivering a difficult message, but will do so with good grace and a thorough explanation. Yogi is a pleasure to work with, highly professional and incredibly impressive in investment presentations and discussions.