-

Nicholas Palmer, Investment Advisor Representative

Nicholas Palmer joined Peregrine & Black in 2017 as an Investment Director, bringing over 15 years of experience in wealth management. He specializes in advising families on strategies to grow and preserve their wealth. Nicholas began his career in 2007 and joined Raymond James Investment Services in the UK in 2008, where he honed his expertise in managing portfolios for trusts, charities, and families. He holds designations as a Chartered Fellow of the CISI, Chartered Wealth Manager, Pension Transfer Specialist, and is affiliated with STEP. Nicholas is also a Series 65-qualified advisor in the United States.

-

As CEO of BGAN, Joby brings a wealth of senior executive experience to his advisory role at Peregrine & Black US. Previously leading a Fortune 500 retail broker-dealer, Joby now focuses on guiding Peregrine & Black US through strategic planning and high-trust partnership development.

-

Jill is the COO at BGAN and an expert in practice management, operations, and business development. She works closely with the Peregrine & Black US team to ensure smooth operations and provides essential support in client onboarding and account setup.

-

Kye became an Executive Assistant as a school leaver in 2025 to gain exposure to investment management and financial planning while studying for industry qualifications.

-

Chartered Wealth Manager, Peregrine & Black Investment Management  With over 20 years as a Chartered Wealth Manager, Simon Burton specializes in bespoke financial strategies for US persons living offshore, primarily in the UK, ensuring tax-efficient wealth preservation and growth. Now at Peregrine & Black, Simon crafts tailored portfolios—spanning equities, bonds, and offshore solutions—aligned with clients’ goals, from retirement planning to inheritance tax mitigation. A Fellow of The Chartered Institute for Securities & Investment (FCSI) and a Newcastle University graduate (B.Sc. International Business Studies), he offers expertise in cross-border investment management. Fluent in English and French, with basic Spanish, Simon builds trusted, transparent client relationships. Passionate about rugby, Formula 1, family and travel, he brings a global perspective to wealth management. 

-

Liz has worked in Private Wealth Management since 1993 and has circa 30 years’ experience. Following a B.A. Joint Honours degree in French and Spanish at Bristol, Liz began her banking career at Morgan Stanley, then spent 17 years at Merrill Lynch, followed by 12 years at Raymond James.  She joined Peregrine & Black in 2024 and specialises in helping US clients and US pensions.  Whilst mainly based in Private Wealth Management, she also enjoyed a few years on the Fixed Income trading floor. She advises high-net-worth private clients from a wide range of sectors and businesses.  Liz is FCA registered, formerly Series 3 and Series 7 registered and also holds the PCIAM CISI Level 6 Certificate.