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Client Relationship/Business Development
Intermediary Relationship Manager
Eurohelvetia Trustco Sa
From March 2010
- Corporate Finance - Assisting Corporate Clients with floatation advice, fund raising
- Professional Intermediary Manager in the UK, primarily London, but also in Manchester and Birmingham in particular, and in Switzerland in Geneva, primarily with the Swiss Private Banks
- Marketing of Trust services to quality professionals in the UK and Geneva.
Private Client Investment Manager
Fyshe Horton Finney
September 2008 - December 2012
Discretionary and Advisory management services
Head of Private Clients
Goy Harris Cartwright
September 2004 - September 2008
- Intermediary Relationships manager
- Helped produce new brochures, defined and developed new products for re-launch of the company
- Built significant solicitor and Accountant and IFA contacts in Leicestershire, Derbyshire, Lincolnshire, Warwickshire and Nottinghamshire.
Private Client Investment management
Seymour Pierce Ellis Ltd
September 2002 - September 2004
- Discretionary and Advisory managements services
- Corporate Finance Experience (Fund raising). Raised approximately £5million for various businesses in UK and Europe
October 1995 - August 2002
- Discretionary, fee paying nominee management business
- Salvaged circa £40m of managed funds from defecting to rival firm in 1996
- Built business to £500k+fees and commissions, primarily through IFAs
Senior Investment Manager
Bain Clarkson Asset Management Ltd
September 1992 - October 1995
responsible for all discretionary funds including direct UK equities, Investment Trusts and Unit Trusts.
- Establishment of institutional relationships with BZW, Smith Newcourt, James Capel and others.
- Chair, Investment Strategy Committee
- Marketing to solicitors, accountants and IFAs nationwide
- Helped increase funds under management from circa £10m - circa £30m in three years.
LMD International Investment Management Ltd
May 1988 - December 1991
A J Bekhor & Company
April 1987 - April 1988
Qualifications & Certifications
BA in Business Managerment and International Relations
Webster University in Geneva
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