Jon began his career at a boutique financial advisory firm in the City of London advising private clients on all aspects of financial planning and portfolio investing. He went on to jointly establish an independent advisory business in 2008 before establishing Falco Private Wealth in 2018. He continues to advise the company’s clients and families across their wealth planning, investment and succession needs. He is also the Joint MD of Falco Capital with his responsibilities focussed on capital raising and investor relations. He has a degree in Economics and Public Policy and holds a DipPFS in Regulated Financial Planning.

Richard has over 35 years of experience in finance, real estate and private equity. After training as a Chartered Accountant with Arthur Andersen, he worked in structured finance for County NatWest and Lazard, before leaving in the late 1990s to set up a real estate development and asset management business. Richard joined Falco in 2017 as Joint MD. He is responsible for originating and structuring both real estate and private equity deals and runs the transaction management teams. In addition to his accountancy qualification, he is a member of the Chartered Institute of Taxation and has law degrees from Edinburgh and Oxford Universities.

David began his career working for the equity derivatives division of Man Group in 2004 and then worked as an investment adviser to high-net-worth individuals and family offices. He has held investment advisory positions at both HSBC Private Bank and Barclays Private Bank within the UK. Most recently he joined Santander as Head of Investments to establish its UK Private banking business. He has a degree in Financial and Business Economics (BA Hons), is a Chartered Fellow (FCSI) of the Chartered Institute for Securities and Investments, and recently completed the MIT Sloan Business and Innovation certificate in Blockchain technologies.

Michael has over a decade of experience in financial services, predominantly in the real estate finance sector. Prior to joining Falco in January 2020, he worked at both Lloyds Bank and Barclays, structuring transactions across a wide spectrum of asset classes and managing a portfolio of some of the UK’s largest listed and private real estate clients. Michael is responsible for originating, structuring and executing real estate debt and equity investments across all asset classes with a particular focus on the residential, “Build-to-Rent”, student accommodation and leisure sectors. He holds an MBA from UCEM and a degree in Economics from the University of Surrey.