Nick's role involves assisting the PM's evaluate, optimise and recommend solutions for client portfolios, on both a discretionary basis and for the offshore MPS Strategies. Jacqueline has had a 34-year career in financial services having previously held senior positions at HSBC and BNP Paribas. Barry is a Chartered Fellow of the Securities Institute, having passed the PICAM and Regulation and Compliance examinations.Tim started stockbroking in Bristol in 1959, London for five years, Birmingham and finally Jersey. The plan was simple: put our clients first by providing a transparent service, designed around what is right for each of them.Here you can find our latest press releases, news articles and our most recent social media posts.You can find all our publications here including our brochures, market commentary and reports.A way with words. During his 20 plus year career, Andrew has experience of developing e-commerce businesses, mergers and acquisitions and commercial lending property management, providing clients with a wealth of experience.Andrew is a wealth manager specialising in advising entrepreneurial clients and families on their financial affairs. Formerly a maths teacher, Marcus is a Chartered Member of The Institute for Securities & Investment . Bonus inclus.

Effie has over 20 years of experience in wealth management, having previously held senior positions at EFG Private Bank, Citigroup and Barclays Wealth.

Activez JavaScript pour pouvoir utiliser le site. Jeremy joined from Korea Investment Corporation where he was a fixed income portfolio manager and worked for Alliancebernstein prior to that.Investors should be aware that past performance is not an indication of future performance, the value of investments and the income derived from them may fluctuate and you may not receive back the amount you originally invested.LGT Vestra LLP is authorised and regulated by the Financial Conduct Authority (FCA).

Meena has had a 20 year career in financial services at firms including Russell, GLG & Atlas Capital. Prior to working at LGT Vestra, George was at Risk Capital Partners where he worked in the investment team. He joined LGT Vestra in 2011 and provides support to the adviser community. Prior to LGT Vestra, Ola was a wealth planner at Killik & Co. Previous positions include being an investment director at UBS Wealth Management UK Ltd and James Capel & Co. (now HSBC Investment Management). Ben previously worked for 10 years as an investment adviser at Morgan Stanley and at Credit Suisse focusing on sophisticated investors. Prior to joining LGT Vestra, James spent five years at Barclays Wealth and Investment Management where he worked as a private banker.Peter joined LGT Vestra from UBS Wealth Management in 2008 and manages discretionary and advisory private client portfolios for both UK and international high net worth individuals, trusts and charities.

titres similaires. Graeme previously worked with private clients for eight years at Credit Suisse and Morgan Stanley. She is also a Chartered member of the Securities Institute.James is a wealth manager specialising in advising private clients on their global financial affairs, with a particular focus on entrepreneurs, financial professionals and UK resident non-domiciled individuals. Avec : Romano Orzari Mark O'Brien Myles Truitt Jack Reynor James Franco Dennis Quaid Zoë Kravitz Carrie Coon Un thriller futuriste efficace ! Prior to joining LGT Vestra, Charles was a Director at Credit Suisse Private Bank for 11 years after spending six years at Barclays Private Clients. Mark previously worked for 18 years as an investment advisor at Credit Suisse and Morgan Stanley. Tom passed the IMC in 2009.Meena is a Partner and Head of Alternatives at LGT Vestra.

Prior to LGT Vestra, Tom was at Brewin Dolphin for 10 years focusing on manager selection in both open and closed-end funds across a number of sectors. Mark O'Brien.

Site Internet. Philip is a Chartered Member of the CISI.David is a partner at LGT Vestra and has been instrumental in developing the international platform of the firm. Before joining LGT Vestra in 2008, John was an investment director at UBS and James Capel (HSBC). Prior to this David spent eight years working for Fisher Investments and, more latterly, as a financial adviser for an independent firm in the West End.Joe is an investment manager at LGT Vestra, responsible for managing discretionary and advisory private client portfolios. David joined LGT Vestra in 2014 and holds the IMC qualification.Stuart joined LGT Vestra in 2013. She works alongside the investment managers to provide comprehensive financial planning to clients. Andrew also holds an MSc in Organisational Psychology and is a Fellow of the Securities Institute.Neil is a partner at LGT Vestra and is a member of the Investment, Equity and Investment Trust Committees. Prior to joining LGT Vestra in 2010 he worked with UBS. Rohit has a Masters of Arts in Economics from the Carleton University and a BComm in Finance and Economics from the University of Toronto. James is a Chartered Wealth Manager.Chris manages fixed income and multi-asset portfolios for institutional clients, high net worth individuals, trusts and Tier 1 investors. Before coming to the UK in 2000, she was a municipal bond trader in Chicago.Marcus is a highly experienced wealth manager in our Private Office.

He was head hunted to the investment boutique Tokai Bank Europe in 1996 to cover hedge funds and joined Morgan Stanley in 2003.