Freddie started his career on the analyst programme at Citi Private Bank. He spent eight years there, advising a mix of professional and family office clients in the UK market. While at Citi, Freddie completed the CFA programme and became an associate of the Chartered Institute of Securities and Investments. Freddie leads a team of advisers at Y TREE, splitting his time between client meetings and working with our product team to build a service our clients love. In his spare time, he’s working on more qualifications - the WSET wine course. He’s hoping to be able to discern between more than just red and white at the end of it.
