A unique client experience
Why Us
Helping you to live your best story
Putting your faith and trust into someone else to manage the wealth you have spent years accumulating is a big step. We understand this, and it is why the entire TCD Global planning process focuses on you, your needs, and your goals. The time spent getting to know each other, putting proposals together, and discussing the reasoning behind our recommendations mean you are immersed in the whole process and completely included at all times.
Realizing your best life
To plan the life you want to live, you must first work out the amount of money you will need to pay for it. It's understandable if you don't know the exact number - most people don't, which is why we use targeted questions to help you establish the amount you will need for the lifestyle you want to live. Only then can we help you get there.
A unique client experience
The experience we offer our clients is unique and unequaled, and we extend that approachability and friendliness to those considering using our services for the first time. We want prospective clients to feel fantastic from their very first contact with us and then throughout our whole relationship. Working with financial professionals can be a daunting prospect for those who've always managed their finances themselves, and we hope to eliminate this concern by walking you through our whole process. At TCD Global, we show you the tools and methods we use to preserve and grow your wealth and explain how we help you realize your best life with our time-tested strategies.
TCD Global
2023 Performance
Learn more about our partnership approach.
Wei Jianfang
Chairman
w.jianfang@tcdglobal.comCharles Taylor-Levitt
Partner
c.taylorlevitt@tcdglobal.comDavid Barrett
Executive Director
d.barrett@tcdglobal.comHaizhou Li
Director
h.li@tcdglobal.comAnne Corbin
Chief Financial Officer
a.corbin@tcdglobal.comIan Gregory
Chief Operations Officer
i.gregory@tcdglobal.comLuke Davidson
Chief Compliance Officer
l.davidson@tcdglobal.comMathew Jenkins
Chief Information Officer
m.jenkins@tcdglobal.comAdrien Chen
Chief Data Officer
a.chen@tcdglobal.comJean Allard
Chief Personnel Officer
j.allard@tcdglobal.comBrendan Lu
Chief Communications Officer
b.lu@tcdglobal.comAlexander Booth
Senior Account Manager
a.booth@tcdglobal.comDean Miles
Chief Risk Officer
d.miles@tcdglobal.comKevin Brookes
Senior Account Manager
k.brookes@tcdglobal.comAntonio Gomez
Head of Private Wealth
a.gomez@tcdglobal.comDavid Mitchell
Chief Audit Officer
d.mitchell@tcdglobal.comStuart Fisher
Senior Account Manager
s.fisher@tcdglobal.comSebastian Adams
Senior Strategist
s.adams@tcdglobal.comKenneth Campbell
Senior Compliance Officer
k.campbell@tcdglobal.comAnthony Palmer
Head of Retail Clients
a.palmer@tcdglobal.comOwen Kelly
Head of Trading and Strategy
o.kelly@tcdglobal.comPatrick Cahill
Vice President of Client Relations
p.cahill@tcdglobal.comLearn more about managing your wealth better with
