Mark Leale

What attracted you to a career in wealth management?

I have a genuine passion for helping clients achieve their financial goals, making a positive difference to their lives through providing comprehensive, client centric wealth management services. My financial services career started in 1992 at Lloyds Bank International and throughout my time in the industry, I have held a number of key roles that have enriched my expertise in wealth management. Working with high-net-worth clients, resident outside of the United Kingdom, continues to be my primary focus. My experience and skills in a wide spectrum of offshore financial services led me to become a Regional Manager at Nedbank Private Wealth, where I closely collaborated with private and corporate clients in the Middle East, seeing me transfer to head up the new Dubai office for Quilter Cheviot in 2016.

How do you look after clients?

As Head of the Dubai Office at Quilter Cheviot, my role centres around delivering tailored investment solutions to our clients and their financial intermediaries across the Middle East. I am firm believer in the importance of understanding clients' unique needs and from this, creating bespoke investment and planning strategies to achieve their individual goals and aspirations. I prioritize regular communication and guidance, ensuring clients are well-informed about their financial journey. My dedication to a client-facing role stems from a desire to make a meaningful impact on their financial well-being. 

What are your interests outside of work?

Beyond my professional commitments, I maintain a strong focus on personal well-being. Staying fit is a top priority, and I frequently visit the gym to achieve this goal. Keeping an active lifestyle allows me to maintain balance and recharge. This commitment to physical health aligns with my passion for helping clients secure their financial health, making it an integral part of my life both inside and outside of work.