Terri Sohrab

Private Banker and Managing Director

“In a crisis, personal or financial, my clients turn to me.”

 

My clients come to me for what I call the ‘art of understanding’. I know each individual client well – from their family dynamics through to the people on the boards of their companies. With a combination of empathy and experience, I am able to balance the different parts of my clients’ lives and provide options and opportunities that are fully tailored to their specific circumstances.

 

In a crisis, personal or financial, my clients turn to me. They know I’ll be coming up with solutions before the call is over. After working with some clients for 25 years, I understand that they want me to function as a seamless extension of themselves. No matter how complex their situation, they want support from someone who sees things their way.

 

 


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