MASSIMO SCALABRINI
Managing Partner and CIO
MASSIMO SCALABRINI
Massimo has spent more than three decades advising private clients on the stewardship of their wealth, building a reputation for discretion, continuity and a highly personalised approach.
He began his career with UBS in Switzerland and London, where over seventeen years he rose to the position of Desk Head, with responsibility for clients across the UK (Resident Non-Dom), Italy, Spain, and Central and North America.
In 1998, he founded Wealth Management Services Ltd, reflecting an early commitment to independent, client-focused advice. He subsequently played a central role in the development and leadership of both Chiltern Wealth Management and EFG Private Bank, serving as Managing Director and guiding the latter through a period of growth and integration.
In 2011, he co-founded Azure Wealth LLP in partnership with a London-based family office, continuing his focus on delivering tailored solutions for UK and international clients — many of whom remain longstanding relationships today at Calyx Private Office.
Throughout his career, Massimo has advised high-net-worth individuals and families, with particular expertise in supporting globally mobile clients and structuring across jurisdictions.
He is fluent in English, Italian, Spanish, French and German.
NEAL CHURCHILL
Head of Business Development
NEAL CHURCHILL
Neal has accumulated 20 years’ experience in Private Wealth Management. In 1999 he started his career in London at Rathbones. In 2004 he joined Close Brothers, before moving to Bermuda in 2009 to join Butterfield Private Bank.
During his time in Bermuda, Neal focused on servicing the needs of the local expat community and international Private Clients. He also expanded his experience in working with local Trust Companies. In 2012, he moved back to London for Butterfield Private Bank and in 2016 he joined Massimo at Azure Wealth LLP.
As a Partner at Calyx Private Office, Neal will continue to build on his strong relationships with Private Clients, Family Offices and Trust Companies with a focus on London and Bermuda.
Stacy Iervolino
Partner and COO
Stacy Iervolino
Stacy has spent over 25 years in private wealth management. She joined Massimo at Wealth Management Services Limited in 1999 and remained with the business through its acquisition by EFG Private Bank. In 2011 she joined him at Azure Wealth, and following Azure’s acquisition by Hywin Wealth was appointed Head of HR and Business Manager, sitting on the Executive Committee and attending Board as an observer.
Across that time she has built deep expertise in AML/KYC, FCA reporting, operational compliance, financial management and human resources, the operational foundations on which a private office runs.
As Chief Operating Officer and a Partner at Calyx, Stacy leads operations, finance, compliance, client onboarding and HR. She is the firm’s primary point of contact for custodians and outsourced providers, ensuring the discipline behind the business matches the service clients receive in front of it.
Stacy holds the CIPD Level 5 Diploma in Human Resource Management and is an Associate member of the CIPD. She is fluent in English and Italian, and speaks Spanish.
Scott Gardiner
Partner and Head of Investment
Scott Gardiner
Scott has over 12 years of experience working with High Net Worth individuals and in Wealth Management, having started his career at Arbuthnot Latham & Co and later Butterfield Private Bank before joining UBS AG in London, where he worked with Client Advisors and Wealth Planners, providing expertise and support across a wide range of investment asset classes.
In 2018 Scott joined Massimo and the team at Hywin Wealth where he served onshore and offshore private clients whilst working with the Portfolio Management team to provide tailored discretionary solutions.
As a Partner at Calyx, Scott’s primary focus is on meeting client’s investment objectives through the effective management of their portfolios.
Harry Schofield
SENIOR INVESTMENT DIRECTOR
Harry Schofield
Senior Investment Director – Head of UK & Channel Islands
Harry began his wealth management career at Psigma Investment Management in 2011, later transitioning with the firm following its acquisition by Canaccord Wealth in 2022.
In his previous role, Harry led one of the Investment Management teams and served on multiple investment committees. However, his greatest professional satisfaction comes from advising private clients, trusts, and charities on the management of their investible wealth.
Harry delivers a bespoke investment service, focused on understanding clients’ long-term goals and providing thoughtful, well-constructed investment solutions. He places great importance on building enduring relationships and guiding clients through evolving market conditions with clarity and confidence.
Harry is a Chartered Member of the Chartered Institute for Securities & Investments (CISI).
Andy Pearce
Senior Investment Director
Andy Pearce
Andy has over 11 years of experience in the wealth management industry. He began his career at Punter Southall Wealth before joining Canaccord Wealth, where he focused on managing portfolios for private clients, trusts, and charities.
At Calyx, Andy continues to provide a highly personalised investment service, combining technical expertise with a deep understanding of clients’ individual goals and circumstances. His approach is centred on long-term relationships, attention to detail, and helping clients navigate an ever-changing economic and market environment.
Andy is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI) and is qualified through the CISI as a Chartered Wealth Manager.
Harrison Jones
Director – Wealth Manager
Harrison Jones
Harrison has over seven years of experience working with high-net-worth individuals and their families, providing tailored wealth management advice and long-term investment strategies. He began his career at Evelyn Partners in 2019, where he built trusted relationships with clients across a broad range of financial needs.
Prior to entering the financial services industry, Harrison competed as a professional road cyclist across Europe, an experience that instilled in him the discipline, focus, and strategic thinking he brings to his role today.
At Calyx, Harrison works closely with clients in London and Bermuda, guiding them through the complexities of wealth management with a focus on building and preserving wealth across generations.
Jamie Wallace
Portfolio Manager
Jamie Wallace
Jamie has over five years of experience in wealth management, having started his career at Punter Southall Wealth, a UK-based firm later acquired by Canaccord Genuity Wealth Management. During his time there, he worked closely with a team of relationship managers to deliver bespoke investment solutions to private clients.
In 2024, Jamie joined the investment team at Calyx as an Assistant Portfolio Manager, where he supports the management of client portfolios and helps ensure their financial objectives are met through tailored investment strategies.
Jamie holds the CISI Level 4 Investment Advice Diploma and is currently studying towards the Level 6 Private Client Investment Advice and Management (PCIAM) qualification.
Ellie Rhodes
Assistant Relationship Manager
Ellie Rhodes
Ellie has over seven years’ experience in financial services. She began her career at Fairey Associates in 2018, progressing into paraplanning, before joining Evelyn Partners in 2022 as a Senior Client Associate. There she worked in close support of senior partners advising high-net-worth clients in the UK and internationally, with particular expertise in cash flow forecasting.
At Calyx, Ellie supports the relationship management team across client onboarding, meeting preparation and the day-to-day management of client relationships. Her approach is meticulous and detail-led, ensuring continuity and quality at every stage of a client’s experience with the firm.
Ellie holds CII qualifications in Regulation and Ethics, Pensions and Retirement Planning, Financial Protection, Investment Principles and ISA Administration.
She has a particular interest in the Women in Wealth space and is a member of The Girls Network.
Dr Chris Donegan
CHAIRMAN OF THE INVESTOR FORUM
Dr Chris Donegan
For the last 15 years Chris has been a co-founder or advisor to numerous businesses, most recently via his consulting firm ICA where he works closely with investors and transaction partners including mainstream investment banks. In this capacity he has been a venture partner with two life science investment groups deploying >$500m in capital and a strategic advisor to a $1bn technology litigation fund. Chris currently serves as chairman of the investment committee and chief risk officer at Hywin Wealth LLP. Chris also serves as chairman of the investor forum and provides private investment due diligence to Calyx Private Office LLP. In addition to this, he is a strategic advisor to Calyx Ventures Fund managed by Calyx.
Chris holds a Ph.D in Molecular Neurobiology from Imperial College and a BSc. in Biochemistry and Industrial Microbiology from Leeds University. Ranked by Intellectual Asset Management Magazine as one of the world’s top 300 IP Strategists he writes and speaks frequently on the subject of IP finance and innovation. He is the Chairman of regenerative medicine specialist Health Medical Bank Ltd. and sits on the campaign board of the Advanced Studies Centre at Keble College Oxford.
James Martingale
Consultant
James Martingale
James has over three decades of experience spanning private wealth, family office oversight and private markets (equity and credit) as well as acting as trustee and principal adviser to one family for the past 15 years.
In this role, James established the family’s private lending and structured finance activities, sat on the boards of multiple operating and trading companies, and devised and implemented long-term investment strategies spanning private equity, real estate, and direct investments.
Earlier in his career, James was a private banker before moving into stockbroking and investment management prior to taking on the Global Head of Investor Services role at the world’s third largest trust company. This breadth of experience continues to underpin his work with professional services firms and boards.
ChengWan Zheng
External Investment Committee Member
ChengWan Zheng
ChengWan is an Investment Consultant to Calyx and founder of WanStone Capital, established in 2024 to deliver strategies based on the proprietary investment framework he originally developed at SandAire, a London-based multi-family office. There, he managed over £600 million in assets across bespoke private portfolios.
He later served as Head of Investments at Hywin Wealth (UK), where he re-implemented his framework to shape the firm’s overall investment strategy. Earlier in his career, ChengWan held roles at Citigroup and Merrill Lynch. He holds a B.S. in Finance from Arizona State University, an MBA from Manchester Business School, and is a CFA Charterholder.
