Samantha Dolby

Samantha focuses on supporting large multigenerational families, business owners and management teams.

Sam’s strategic advice gives clients the confidence to navigate the unique complexities and opportunities that come with managing significant wealth. Her team-based approach means she works alongside investment, wealth planning, banking and credit specialists, and collaborates with external family offices, lawyers and tax advisers in the UK and internationally.

Sam has an Economics degree, is a Chartered Wealth Manager and a Fellow of the Chartered Institute for Securities and Investment.