United Kingdom
Focused on building strategic partnerships with key IFAs looking to enhance their centralised investment process.
Supported financial advisers and professional connections across East Anglia with a range of investment solutions for their clients.
Responsible for leading business development in order to maintain the rapid growth of assets under management. Identify new opportunities and expand the number of financial adviser and professional intermediaries working with Prospect.
Wine Climber was created to challenge the traditional wine merchant model following analysis of niche online businesses in comparable retail sectors. By adopting contemporary e-commerce techniques to minimise overheads Wine Climber significantly reduced product price.
Client Adviser working within a team of three managing $220 million of client assets across 180 relationships. Responsible within the team for leading client acquisition. Focused on existing contacts and building professional intermediary networks including in the legal sector with particular success within family law. Utilisting ML Research developed and implemented an advisory investment model primarily using direct equities with tactical ETF positions. Member of the Merrll Lynch Wealth Structuring Team.
Client Adviser managing £75 million of client assets across 100 relationships. Client book was primarily UK domiciled with a mix of transitioned and self-acquired relationships. Undertook a number of marketing campaigns in order to increase the profile of UBS WM in the legal and financial sectors. Also the designated Financial Planner for HNW desk.