Private Client General Counsel

James is the CEO and Founder of Dialogue Private Office. A seasoned private client lawyer, he specialises in tax, estate planning, and trusts, advising high-net-worth individuals, international entrepreneurs, family offices, and trustees navigating complex cross-border issues. 

James began his career at Macfarlanes before joining Collyer Bristow, where he served as Head of the Geneva office and later as Head of Private Client Services. He went on to become a director in PwC’s Private Client Legal team in London, before establishing his own independent practice in 2021. Since then, James has acted as general counsel for a select group of longstanding private clients and consulted law firms, providing expert tax and legal guidance. 

With enduring ties to Switzerland, James is Co-Chair of the UK Chapter of the British Swiss Chamber of Commerce. He regularly advises and visits clients in Dubai, the Channel Islands, and Monaco. 

Chief Operating Officer & Head of Strategic Innovation  

Beverley brings more than two decades of senior leadership experience across product development, technology, marketing, and strategy. 

Her career includes senior roles at Thomson Reuters, The Times & Sunday Times, and Elite Technology, where she led international teams and delivered large-scale product transformations. Beverley is recognised for her ability to translate vision into execution, combining commercial expertise with forward-looking insight to help organisations anticipate change and adapt with confidence. 

Alongside her corporate career, she is the Founder of Purpose Life Coaching & Consulting.  She is actively involved in supporting early-career development, work that enriches the values-led, growth-focused perspective she brings to Dialogue. 

Banking & Investment Strategy

Rebecca is a highly regarded adviser with over two decades of international experience, based in Geneva and originally from the UK. After a distinguished career as a private banker with Barclays in both London and Geneva, she established her own advisory firm, supporting high-net-worth individuals and families with a full spectrum of wealth planning and financial matters. 

 Rebecca is known for her ability to collaborate seamlessly with leading banks, asset managers, and professional advisers in Switzerland and beyond, ensuring her clients receive integrated, best-in-class solutions. Her global perspective is reflected in a diverse client base spanning the UK, Europe, the Middle East, Africa, Australasia, and Canada. 

Discreet, trusted, and dedicated, Rebecca brings deep expertise and a personal approach to every client relationship. Beyond her advisory work, she is passionate about rugby and has represented Switzerland at international level, a testament to her commitment and drive both on and off the field. 

Wealth Structuring & Fiduciaries

Phillip brings over twenty-five years of expertise in Switzerland's finance and fiduciary services sector and is based in Geneva.

He draws on varied experience in technical and business roles at trust companies, his own financial advisory firm serving hedge-fund executives and most recently a Swiss fintech, to assist with projects for both high net worth individuals and trust companies. His extensive work with trust businesses includes helping them establish their presence in Switzerland, acquire other trust companies, manage operational risk & legal engagements and develop their future Swiss wealth offering.

Clients value Phillip for his integrity, market know-how, and ability to navigate complex regulatory issues.

Phillip is a registered trust and estate planner, holding the STEP Diploma in Private Wealth Advice and achieving full STEP membership with the TEP designation, recognised as the industry's gold standard.

International Private Investments

Noreen is a trusted independent Kenyan lawyer and strategic adviser, based between Nairobi and London, with an international client base spanning corporates, entrepreneurs, private clients, and family offices. She brings deep expertise in structuring complex investments, managing cross-border risk, and guiding clients through the unique opportunities and challenges of doing business in Africa. 

With a Master’s in Energy and Natural Resources Law from the University of Dundee, Noreen is recognised for her nuanced advice on regulatory, commercial, and governance issues across Africa’s energy and mining sectors. Her reputation is built on discretion, technical excellence, and a proven ability to navigate sensitive, high-value transactions for discerning clients. 

In addition to her advisory work, Noreen has served in prominent leadership and board positions, including as Chair of Caracal Gold PLC. Her strategic oversight and ability to navigate complex governance challenges have cemented her reputation as a trusted leader in both corporate and investment spheres.