Sara Moran

With a strong foundation in banking and wealth management, Sara is responsible for driving the firm’s UK client business. Sara’s career has been marked by her roles in relationship management and risk assessment at leading financial institutions, most notably Credit Suisse in both London and Zürich.

Her expertise encompasses a deep understanding of regulatory compliance, strategic investment management, and client relationship building. Holding a BSc in Mathematics with Economics from the University of Southampton, Sara combines analytical rigor with economic insight to meet diverse client needs effectively. Fluent in English and improving her German, she brings a global perspective and strategic approach to the Edwards Wealth Management team.