I am tomas koolhaas an efficient and competent Wealth Manager able to thrive in a fast-paced, dynamic, performance-driven work environment. I excel at client management, risk assessment, advisory management, tolerance valuation, asset management, and identification of process improvement opportunities to deliver working group targets.

highly experienced in providing guidance and sign-off for complex accounts across all product suites including, discretionary, global, wholesale, equities, and fee-based accounts. Having been extensively exposed to the financial market fundamentals, I can apply this knowledge to ensure technical and professional solutions are delivered when providing financial planning advice.

For the past twenty years, I’ve served in various advisory roles across Europe. In 2013, I transitioned into wealth management, driven by a strong desire to focus on helping private individuals. As a financial advisor, I work with people from all walks of life and am grateful to have earned the respect and trust of my clients