Nicholas Khan-Roper

Law Firm Group)
Private Banker situated with the specialist division of Citi Law Firm Group (LFG). Citi is in partnership with more than 650 leading law firms across the Globe and 40, 000 lawyers. We assist lawyers with bespoke financial solutions helping them address cash flow and capital contribution requirements, real estate finance and estate planning. Citi is the global leader in providing wealth management services for the legal sector. Citi provides bespoke Capital Contribution loans tailored individually for each law firm as well as providing partners with a revolving credit facility and margin back securities finance. Unlike many traditional private banks that provide solely investment management and financial planning, Citi provides its clients access to Capital Markets, Private Equity and IPO deals.

Oversee a portfolio of high net worth clients. Relationship Manager at one of the UK's oldest traditional private banks. Responsible for assisting clients with their Wealth requirements including investments, tax products, banking and credit. Directly responsible for a client Debt book of £75m, Deposits of £111m and Investments of £65m. Acts as trusted adviser for HNW and UHNW clients and mentors future generations in the responsibility of inheriting wealth.
•Analyse personal accounts, ensuring that cases are presented in a way that compliments lending criteria whilst limiting bank risk. Detailed understanding of bank and personal credit profiles needed to scrutinise income/expenditure and assist clients with understanding the long term impact of decisions.
•Grow asset book through engaging with group subsidiaries.
•Responsible for growing the client base organically through professional introducers.

Assisting HNW&UHNW clients with Wealth management and associated Family office services. http://www.aspinallsgroup.com
•Aspinalls is a Multi-Family Office, specialising in financial planning practice and committed to providing a highly personalised service to private clients and their families.
•Responsible for assisting with growth of business through client direct activity and developing relationships with professional introducers.
•Part of an advisory team managing a Multi Family Office with NAV of £500m. Acted as trusted advisor across a number of asset classes.
•Life planning as the centre theme, focusing on building portfolios around a client's aspirations. Cash flow forecasting software used to analyse present and future requirements.
•Responsible for development and implementation of a property sale, acquisition and development service.

dealing with residential and commercial lending alongside general insurance and multi asset model portfolio sales. Additionally undertook property related transactions for UHNW clients. www.intrinsicfs.com
•Grew a profitable client book through relationship building and networking.
•Clients sourced from my own resources, recommendations and referred business.
•Specialised in Multi currency and offshore mortgages.
•Brokered lending deals based on clients overall financial profile including a mix of Lombard lending as well as traditional asset back lending.
•Advised on a multi manager distribution funds for clients.
•Negotiated competitively on Insurance, Mortgage, Commercial and Wealth management contracts. Issued a total of £35m in Life Contracts for UHNW clients.
•Displayed excellent business acumen in sourcing, purchasing and managing the development of high-end residential properties in central London for two UHNWI with an NAV of $1bn.
•Acquisition and Development of Prime and Super Prime London Residential Properties for clients. Belgravia home acquired for client (2010) £9.75m sold (2012) for £13.25m. Holland Park property acquired (2011) £21.5m valued £35m (2012). Development budget of £2.5m. Entire project managed for client, liaised with all stakeholders.

Earlier Employment Roles