Steve McDonald
Steve McDonald
Senior Investment & Trust Business Development Manager

Steve’s career spans 32 years within the Banking and Financial Services sectors. This includes senior roles at major UK life assurance companies, private banks, and a number of national IFA businesses, as well as being director of his own financial planning operation. Steve works closely with his Intermediaries to help understand their client propositions, matching the firms Centralised Investment proposition to the Open architecture structure of the HSBC Onshore Investment Bond, matching the strategies for clients who are in accumulation, deaccumulation or succession planning. Steve also uses his broad knowledge of tax and trusts to help his intermediaries explore all the appropriate options that could help their clients on their journey. Employers whom he has have helped on their growth journey are:

  • Brown Shipley Private Bank
  • UBS Wealth Management
  • Aviva/Norwich Union International
  • Royal London Group
  • AXA Wealth
  • Bradford & Bingley IFA