Stuart Davies

Stuart has more than 30 years’ experience of providing investment advisory services to a wide range of private individuals, families, trusts and charities in the UK and overseas.

Stuart started his career with KPMG and Deloitte in London and qualified as a tax adviser in the UK (ATII). He is also an Associate of the Chartered Institute for Securities and Investments (ACSI). 

Over almost twenty years with Deloitte, Stuart played a significant role in both the UK and international advisory businesses, working with offices from the US to Asia. Stuart helped to establish and build the investment advisory business with Deloitte, before being part of a management buy-out in 2011 that established LJ Athene alongside a senior team that is still working together today. The Athene business grew to become part of AlTi in 2023.