Helen Sarah Chipp MBA, CFA, CAIA, FCSI

• Managing UHNW clients with a focus on Tech, Media, and Telecoms sectors. • Specialist knowledge looking after family offices and assisting US clients relocating to the UK. • Achieved significant growth in client portfolio assets through tailored financial solutions. UBP acquired SGKH in April 2025

Building on my personal background in the media industry, I have been able to find a niche servicing UHNW media and entertainment clients by truly understanding their needs and creating bespoke solutions and tailored services. I work with clients to provide cash and FX management for their touring needs, as well as investment advice for their excess liquidity, whilst being a trusted point of contact to help facilitate wealth structuring and lending discussions. With Citi’s unique ability to provide a truly global client service, as well as facilitating US and U.K. mortgages, we are in the best position to provide the very best global client experience.

I give proactive investment advice to UHNW clients, respecting cross border regulations, specific UK tax requirements and the specific investment profiles of each client. I have built a robust referral network in the local area and developed existing client relationships to lead to a significant increase in new opportunities. I act as a key consultant on UK investment and tax issues for the clients in order to make sure their wealth is managed as effectively as possible. I work closely with our internal private equity network for both clients and private equity opportunities including IPO’s, sales of trophy assets and targeted acquisitions.

• Lloyds international Private bank was eventually bought out by UBP. Asked to help secure a book of clients after RM departure and acquisition announcement of the private bank. • Managed a portfolio of private and institutional clients with between £2m - £20m of liquid assets. • Collaborated with subject matter experts from credit, wealth structuring and financial markets to present an integrated solution for clients.

• Managed a portfolio of clients with between £2m - £20m of cash assets. • Collaborated with subject matter experts from credit, wealth structuring and financial markets to present an integrated solution for clients. • Organised large marketing events to raise local profile of Lloyds within the British business community. • Created new opportunities to acquire clients by using my unique background within the media industry. • Created new opportunities by forging specialist business introducer arrangements. • Acted as a wealth faculty champion to raise awareness of in house training solutions, holding one to one training sessions and presentations to engage employees. • Acted as a Paralympic games sports reporter, reporting on the Paralympic rowing and produced formal articles for the company website and internal magazine. • Actively developed strategies to maximise business development. • Awarded citywealth's emerging wealth manager of the year 2011 • Awarded citywealth's new business leader of 2013

I worked closely alongside the EMEA director to co-ordinate Front Office transformation projects. Produced MI for the EMEA team, as well as individual teams and RMs in order to produce trend graphs and analysis of the teams performance. Designed new processes and monitoring systems for RMs to be able to track investment re-profiling updates for their clients.

• Worked closely alongside the Senior Manager Commercial, and helped co-ordinate the management of the Key Markets RM team. • Produced the weekly and monthly Management Information for individual RMs, our Key Markets Team and our Area. • Conducted analysis on individual customer care scores and what could be done to improve them. • Hand picked over 1,500 clients to be moved into the new key market portfolio’s by assessing their account histories and potential lending values. • Undertook all mandatory compliance training and core lending modules. • Assisted RMs by conducting and recording KYC updates. • Represented Lloyds TSB at several important networking opportunities.

Independant Consultant creating an online profile for companies and individuals. Including: Creating Google Marketing Campaigns Search Engine Optimisation of websites Creating Social Networking Profiles, Events and Adverts

• Acted as a consultant to local businesses. • Analysed current strategies and worked with directors to develop new comprehensive strategies in order to increase the company’s overall profit and share of the market. • Used the capital generated from the consultancy work to create student events such as club nights and bar crawls. • Used these total profits to set up 3 community co-operatives in Ghana (totalling £14,000) to allow the village to purchase farming equipment. • Spent time educating the villagers on matters of finance. • Set up a help the homeless campaign where local developers would give the homeless temporary residence in exchange for painting and decorating whilst at the same time we would provide CV and interview classes and arrange for work experience. This helped a total of 18 homeless people get off the street and back into full time work. • Represented Sheffield SIFE at the national competition in 2009, consequently Sheffield SIFE was asked to represent the UK in Berlin later that year.

The Intern” was a competition, created by myself, based on “The Apprentice”. Designed 7 tasks, testing candidates skills in a variety of categories (sales, marketing, communication, finance, commercial awareness etc). Managed over 200 students who had applied for competition. Organised the final candidate selection event as a comic relief themed flea market. Acquired £500 of sponsorship for the event by conducting it in a central courtyard where business owners had complained of low foot-fall. The competition in total raised over £2500. Secured 12 fully paid summer internships with FTSE 100 companies for the candidates. Secured guest entrepreneurial judges such as Rachel Elnaugh (dragons den) and ex apprentice candidate Jenny Celerier. Sourced media coverage from 12 newspapers and one News film crew.

Charter Holder

Distinction achieved

Represented the University of Sheffield at several major business competitions including: IBM Challenge, Flux, Yomping the nations and SIFE annual competition. All of which we either came 1st or 2nd.

Blind tasting - pass with distinction Theory - pass with merit