Founder and Managing Partner
30 years professional institutional experience applied for the benefit of families and their advisers with a focus on streamlining administration, efficient organisation, impact and sustained wellbeing.
We wish we had someone like you sitting on our side of the table
Experience – Complementary – Empathy – Alignment – Holistic
Natalie applies high-level professional experience to tasks and thought processes which require clarity and pragmatic insights.
Formerly a finance professional, she now works with exceptional individuals and families with a focus upon activities that help them find a way forward. Both the technical and mental steps involved.
A career spanning over 30 years, she established Serein following diverse requests from individuals, families, family offices, and their advisers which always began with “….we wish we had someone like you sitting on our side of the table…”.
Commencing her professional career in 1990, Natalie spent close to 15 years on the trading floors of leading Financial institutions based in London assisting corporate and institutional clients with their Asset and Liability Management objectives with a specialist focus on mitigating her clients’ costs and risks with fixed income derivatives.
During the past 15 years, she has solely been focused on assisting wealthy families and their teams of advisers.
Natalie applies her extensive professional experience and protocols to support families with the interwoven personal and professional matters.
Natalie’s thoroughly prepared dossier of the family’s circumstances and complementary expertise, enabled us to swiftly identify the issues where the family needed our professional advice
With personal experience of the myriad complexities that the responsibility of custodianship entails, she assists others in a deeply empathetic manner.
She is highly valued for her calm and pragmatic approach. Due to years of trading and pricing interest rate options in the intense environment of the trading floor where precision and a focused mindset is everything, she is also able to help her clients with their mindset and perspective.
FEEL WELL – PERFORM WELL – BE EXTRAORDINARY- 90 days
We work with men and women who need a robust well-being strategy to keep up with their demanding lifestyles and to accomplish more personally and professionally.
With Serein’s “Bespoke | 90 days| Empowered Competence”, we help you to regain and sustain the energy and mental clarity you need to perform at your best.
Natalie facilitates personal transformation based on a credentialed coaching framework to achieve the right mindset for success and sustained behaviourial changes. This approach enabled her to harness over 30 years of knowledge acquired in juggling work: life balance within a results-oriented habit change methodology.
With success-oriented habits becoming effortless behaviours, you will succeed in every part of your life.
The first step: If you are committed to “Burning Bright…Not Out” or simply want to overcome the challenges of maintaining a healthy lifestyle, please feel free to contact Natalie to arrange a 30-minute discovery call.
Credentials in Brief
- 30 years of professional experience working both for international financial institutions and a multi-family office.
- Established Serein, Family Estate Office to manage the responsibilities of generational changes efficiently and to provide a structured framework for managing requests for assistance from others.
- 20 years managing financial market risk for clients with fixed income derivatives and capital markets solutions.
- Focused on applying personal and professional experience to empower others with a foundation philosophy to be aligned and impartial.
- International Coaching Federation | Coach in-training | Health, Lifestyle, and nutrition certifications | Lifelong learning for mastery level coaching.
- Personal experience of holistic stress management and well-being strategies.
- Masters in Wealth Management (Financial Markets I), UK Chartered Institute of Securities & Investment.
- Bachelor of Commerce Degree (Major in Marketing), University of New South Wales, Sydney, Australia.
Natalie is the embodiment of what our family needed. She is a unique combination of the technical and the intuitive. Her calm and diplomatic manner helped re-build family well-being…from the LittleGens to the WiserGens.
Be Empowered and Take Control
Supporting private families and their advisers with complementary skills and privileged access to specialist expertise.
An innate understanding of the myriad of challenges that the responsibilities of custodianship entail.
An empathetic and pragmatic approach to protecting others from the pitfalls and problems.
Where and how to begin…
Every situation is unique and the variety of matters we have assisted with are diverse.
The common starting point, however, is a “wish list” of requirements that may be short or long.
Serein has dealt with seemingly small and insignificant requests for assistance which have enabled the family and their advisers to discover and address more fundamental risks and costs.
If it is deemed mutually constructive to engage Serein for assistance, working in coordination with the family’s team of advisers, Serein articulates and implements a concise strategy so that there is a clear procedure of governance and accountability.
Every family is unique.
Their branches twist and turn in different directions.
They are perfectly imperfect.
Families with strong roots grow stronger together.
Serein does not as a matter of policy provide regulated or professional advice
Serein does not sell products or manage investments
We focus on the critical aspects which are outside the scope of traditional advisers and support their engagement.