Wendy Walton is one of BDO’s key figures, having climbed the ranks since starting as a trainee. ‘I decided I wanted to be a partner almost immediately,’ she says. At first her role was focused on UK individuals and families; today, international HNWs with complex tax affairs make up most of her client base. Her strategy is ‘to consider what the client wants to achieve and then work through a plan of how to get there, considering the tax implications along the way’. She now sits as the head of BDO’s global private client services. Walton’s main mission is quite simple: to ‘help HNWs succeed’. Her method is building long-term relationships and ‘bringing new ideas to the table’
Content from our partners
Related
