Our Team

The Team

The people within our team are carefully chosen, highly skilled and meticulously trained.

If you are an expat, then you will face a myriad of challenges in dealing with your ongoing financial planning. The lifestyle of a British expat brings with it some unique considerations and conundrums that your traditional UK financial adviser cannot or will not empathise with or understand. Moreover, they may not have access to the specific products or solutions that you really need.

Forth Capital is positioned to offer you, the British expat, the complete solution.

Forth Capital’s team predominantly operate from our offices in Geneva, Hong Kong and Sydney, offering top-tier professional, transparent and financial planning advice to expatriates around the globe. Our entire global community – including staff, board and advisers – are integral to the success of our team.

British expats not only live the world over, but they also have a tendency to move around. A client of ours living in Hong Kong today could be living in South America in five years’ time. But in today’s world, distance need not be a barrier, and our clients will enjoy continuity of service no matter where in the world their lives take them. Depending on the location, your Forth Capital adviser may still be able to meet you periodically, but increasingly we are utilising video via platforms such as Zoom, Skype or Facetime to stage ‘virtual’ meetings to ensure that regular dialogue occurs with business as usual.

In fact, many of our clients at Forth Capital now work with us on an entirely virtual basis – such is the strength of our global reach and use of communications technology. We have clients based in some of the world’s remotest locations and can provide them with exactly the same standards of service as any of our clients in our office locations.

Scroll down the page to find out more about our personnel and to select the team member you would like to contact.

Senior Management

Tom Tracy

CEO & Founder

Robert Harris

Partner & Head of Geneva

Dr Graham Brown

Managing Director

Financial Advisory Team

Dean Elliott

Partner & Senior Consultant

Audrey Flynn

Senior Consultant

Mark Plummer

Regional Manager

Jamie Tulip

Financial Adviser

Scott Cassie

Financial Planner

Scott Heaney

Wealth Manager

Client Support Team

Jessica Estrada

Executive Personal Assistant

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