Tim O’Connor

Joint Managing Director and Wealth Manager

Tim is a highly experienced business leader having spent more than 20 years in the wealth management industry, with a CV that covers a wide range of business channels both in the UK and offshore. He is a Principal and Co-founder of The Private Investment Office.

Tim has worked for a variety of blue-chip institutions and held senior positions at Barclays Wealth and UBS and UBS Wealth Management. Tim is qualified across a number of disciplines and holds both the CFA Investment Management Certificate and Advanced Financial Planning Certificate, as well as various leadership, banking and stockbroking qualifications. He is also an accredited Six Sigma practitioner and a partner and co-founder of StratEx Partners LLP.

Stefano Del Federico

Joint Managing Director, Chartered FCSI and Chartered Wealth Manager

Stefano is an innovative and experienced business leader who has devised and created ground-breaking divisions within large financial institutions. He has been at the forefront of the wealth management industry for more than 25 years and held senior positions with Santander and Société Générale, and more recently was Managing Director of Aspinalls, the Mayfair family office.

He is a Principal and Co-founder of The Private Investment Office and is also a Chartered Wealth Manager.

Stefano holds a merit pass from the Chartered Institute of Securities & Investment for the Private Client Investment Advice and Management exam, which gives him great insight to the complexities of providing a truly integrated financial-planning and wealth management service.

Stefano is also a partner and co-founder of StratEx Partners LLP, providing business consultancy services to SME and family owned businesses. Stefano has acted as an external panelist for the University of Sunderland’s London Campus, Business Experiential Learning Course, critiquing and providing insight to Undergraduate and post-graduates undertaking MBA and business-related courses.

Anthony Bull

Non-Executive Director

Anthony is Chairman and NED of several fast growing companies in the UK, giving him a great insight into creating and retaining wealth.

Anthony spent 20 years in private equity, investing in mid-market opportunities across most sectors with 3i, LDC, Mitsui and Gresham LLP before becoming Chairman of a small portfolio of companies. He has focused on helping the owners drive value creation by putting in the right foundations and addressing issues around succession which often involve bringing non-family members into businesses that have been run almost exclusively by the family. This requires sensitivity, tact and perseverance as the Board structure and Governance begins to change.