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Angus Peel is listed as Cayman Islands | Financial Advice | Leadership | Creative | Innovative | Credible | Engaging | Management | Coaching at Cayman National Securities, based in West Bay, Cayman Islands. AeroLeads shows a work email signal at natwest.com and a matched LinkedIn profile for Angus Peel.
Angus Peel previously worked as Senior Investment Manager at Cayman National Securities and Independent Financial Advisor at Proven Wealth- Region 1. Angus Peel studied at King'S College, Taunton, Somerset.
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Kind, Creativity, Service Centered, Engagement. Leadership.I love my job. Here in the Caribbean I help clients create the portfolio that is right for them, their families and their circumstances in order to safeguard the wealth they need for a secure financial future. Over the decades I have seen how investment plans and portfolios actually turn out in reality. This helps me guide you along the right path.
Listed skills include Private Banking, Wealth Management, Banking, High Net Worth Individuals, and 26 others.
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A career timeline built from the work history available for this profile.
Cayman Islands
Helping clients build strong and robust portfolios involving Equities, Treasury Bills and Corporate Bonds. If the past is in your head, the future is definitely in your hands; and I am here to help.
Cayman Islands
Decades of experience and care for people collide to ensure my clients have great outcomes. Rarely do you find Financial Advisers able to give quality, thoughtful help and advice that is in clients' best interest. Here in the Caribbean I created the financial structure and discipline people needed in order to generate the wealth they wanted for a secure financial future. My experience of seeing how these plans turn out in reality for people was invaluable.
Bristol
With roots based firmly in the farming community it was a pleasure to work with some highly skilled Agents, successfully helping to broaden their reach regarding investments.
Bristol
A great company focused on working with Hospital Doctors. They have a long history and some excellent products suited to the medical profession. It was a pleasure to work with them.
A superb firm with an incredible customer offering. Providing institutional grade money management to relevant clients was a joy and a great experience.
Bristol
Transforming the Leadership and Engagement of the firm was a tremendous and noted success for me. The way I work with people always ensures a positive impact and afterglow . In the general role I coached and developed a team of Regulated professional investment advisers to great effect. My team were always Green across all regulated measures. My role encompassed recruitment, coaching, supervision, income generation and client satisfaction. Prior to this, I was a Private Banking Investment Manager myself, recruited to drive the business into the South West.
South West
Tasked with developing and growing the South West for Private Banking I quickly built the necessary relationships with Retail, Business and Commercial Banking. Leads then needed to be turned into appointments and finally clients. I found looking after the Banks High Net Worth clients for all financial needs from Banking to Investment Management, was hugely rewarding. On the back of my success here I was able to step up to the Area Manager role.
Bristol
To build professional relationships with external introducers for this 'one-man' IFA
Bristol
Working as an IFA Private Client Manager recommending right across the Industries product range for the Banks' High Net Worth Clients
South West
I was brought in to build a business out of 5 under-performing branches. I transformed the business results so much that within one year of joining I attained top 10 position nationally and remained in the coveted Gold Club every year.
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Angus Peel works for Cayman National Securities.
Angus Peel is listed as Cayman Islands | Financial Advice | Leadership | Creative | Innovative | Credible | Engaging | Management | Coaching at Cayman National Securities.
AeroLeads has found 1 work email signal at @natwest.com for Angus Peel at Cayman National Securities.
Angus Peel is based in West Bay, Cayman Islands while working with Cayman National Securities.
Angus Peel has worked for Cayman National Securities, Proven Wealth- Region 1, Nfu Mutual, Wesleyan, and Fisher Investments Uk.
You can use AeroLeads to view verified contact signals for Angus Peel at Cayman National Securities, including work email, phone, and LinkedIn data when available.
Angus Peel studied at King'S College, Taunton, Somerset.
Angus Peel is listed with skills including Private Banking, Wealth Management, Banking, High Net Worth Individuals, Relationship Management, Investments, Wealth Management Services, and Management.
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