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Plumbridge - Client Relationship/Business Development - Milton Keynes, England, UK

Nicholas Plumbridge

Milton Keynes, England, UK


Client Relationship/Business Development

Work History

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

Associate Director


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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