Ross Whatnall

Ross Whatnall is a seasoned finance professional with extensive experience in private client management and business development. Currently serving as Co-Founder at GSB | B Corp™ since December 2020, Ross previously held the position of UK Qualified, Fee-Based, Private Client Director at The Arlo Group UK Limited & Arlo International Limited from October 2016 to December 2020, where responsibilities included managing business development for corporate, trust, and fund services. As Executive Wealth Director at Alpha Omega Partnership from July 2013 to October 2016, Ross successfully established the business and managed similar services. An early career at HSBC spanned a decade, during which Ross held roles including Private Client Manager, overseeing a portfolio of high-net-worth clients, and contributed to client satisfaction and sales targets as a Senior Customer Services Officer and Mortgage Specialist. Ross holds multiple qualifications from the Chartered Institute for Securities & Investment and the CFA Institute in investment advice and management.