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Natalie Stoneham

Director at Heritage Holdings

Natalie Stoneham has a diverse work experience, starting with their current role as the Chief Executive Officer at Private Square since July 2020. Prior to that, they worked as a Director at Heritage Holdings from September 2022. Natalie also has experience at Alvarium, where they held the role of Co-investment from July 2018 to September 2022. Natalie also worked as the UHNW & Family Office Director at the Private Wealth Membership Club from 2016 to 2018. Earlier in their career, they gained experience at Goldman Sachs in Global Investment Research from 2014 to 2015, and at Tony Blair Associates in the Private Office from 2013 to 2014. Natalie's career started at the United Nations in 2011, where they served as a Business Partnerships professional until July 2013.

Natalie Stoneham has a BA Hons degree in Business Management from the University of Nottingham. Natalie also obtained a diploma in Investment Advice at Level 4 from The Chartered Institute for Securities & Investment (The CISI). Additionally, they pursued a degree in Fintech at Saïd Business School, University of Oxford, but the duration and completion of this program are not specified.

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Timeline

  • Director

    September, 2022 - present