Alex Sumner Email & Phone Number

Gloucester, GB

Gloucestershire, England, United Kingdom

As Group Commercial Director, I focus on identifying and driving opportunities that support Blackfinch’s growth and strategic ambitions. My experience in the intermediated financial services industry allows me to assess and respond to evolving market needs, ensuring our solutions continue to serve both new and existing clients. Upon stepping into this.

Gloucestershire, England, United Kingdom

Gloucester, United Kingdom

I joined Blackfinch in February 2018 to design, launch, and co-manage our range of multi-asset MPS portfolios. My key responsibilities included asset allocation design, third-party fund screening, manager due diligence, portfolio construction, and risk management.Collaborating closely with financial advice businesses throughout the scoping and design phase.

Worcester, United Kingdom

Based in the Midlands, I managed Private Client investment portfolios on a Discretionary and Advisory basis. I created and managed fully bespoke investment portfolios blending mainstream asset classes ensuring the portfolio remained consistent with the client's overall appetite for risk and desired investment return.I also played a key part in developing a.

Trading of Debt and Equity products on UK and Overseas exchanges, primarily using Proquote and OMS trader application, but also telephone based.