Chloé Petyt, Cfp®
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Chloé Petyt, Cfp® Email & Phone Number

Wealth Management Associate at St. James's Place – Asia & Middle East
Location: Dubai, United Arab Emirates 7 work roles 7 schools
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Current company
St. James's Place – Asia & Middle East
Role
Wealth Management Associate
Location
Dubai, United Arab Emirates
Company size
519 employees

Who is Chloé Petyt, Cfp®? Overview

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Chloé Petyt, Cfp® is listed as Wealth Management Associate at St. James's Place – Asia & Middle East, a with 519 employees, based in Dubai, United Arab Emirates. AeroLeads shows a matched LinkedIn profile for Chloé Petyt, Cfp®.

Chloé Petyt, Cfp® previously worked as Senior Associate at Aes International and Private Wealth Advisor at Fnb Wealth And Investments. Chloé Petyt, Cfp® holds Professional Competency Exam (Pce) - Cfp Board Examination from Financial Planning Institute Of Southern Africa.

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St. James's Place – Asia & Middle East

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Profile bio

About Chloé Petyt, Cfp®

I am a proud South African with an extensive knowledge of estate and succession planning, tax structuring and trust services. I focus on my clients' unique needs and objectives, ensuring long-term financial security and growth.I am also a Certified Financial Planner®. This means that not only do I have the necessary professional knowledge and experience, but also that I have committed to conducting business ethically, with integrity, and I adhere to a professional code of conduct.Working at St. James's Place, our team ensures that diverse perspectives and experiences enhance our offerings, empowering clients in the UAE to secure their financial future and achieve their aspirations, backed by the UK's largest Wealth Management firm.

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Chloé Petyt, Cfp®'s current company

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St. James's Place – Asia & Middle East
St. James'S Place – Asia & Middle East
Wealth Management Associate
Dubai, AE
Website
sjp.asia
Employees
519
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7 roles

Chloé Petyt, Cfp® work experience

A career timeline built from the work history available for this profile.

Wealth Management Associate

Current
St. James'S Place – Asia & Middle East

Dubai, United Arab Emirates

The St. James’s Place Wealth Management Group is an FTSE 100 company with £180bn of client funds under management. The group was established in the UK in 1991, expanded to Asia in 2014 and opened its Dubai office in 2023. Now, St. James’s Place is one of the largest wealth management companies serving the local and expatriate communities in the Middle East & Asia. I work closely with clients to provide tailored financial solutions that align with individual circumstances. With experience both in South Africa and the Middle East, I help clients with their financial planning across various jurisdictions and my expertise lies in estate & succession planning, tax and trust structuring.

Sep 2024 - Present

Wealth Manager

Alphawealth

South Africa

Jan 2022 - Jan 2023

Paraplanner

Alphawealth

South Africa

Apr 2020 - Jan 2022
Team & coworkers

Colleagues at St. James's Place – Asia & Middle East

Other employees you can reach at sjp.asia. View company contacts for 519 employees →

MW Mark Woodward Mark Woodward Colleague at St. James'S Place – Asia & Middle EastJing'An District, Shanghai, China View → RJ Ryan Jenkins Ryan Jenkins Colleague at St. James'S Place – Asia & Middle EastHong Kong Sar, Hong Kong View → CD Côme Doléac Côme Doléac Colleague at St. James'S Place – Asia & Middle EastSingapore View → SS Shailesh Shah Shailesh Shah Colleague at St. James'S Place – Asia & Middle EastGreater Sheffield Area, United Kingdom View → JT Julie Townsend Apfs Julie Townsend Apfs Colleague at St. James'S Place – Asia & Middle EastSwindon, England, United Kingdom View → DL Debra Lewis Debra Lewis Colleague at St. James'S Place – Asia & Middle EastGreater Southampton Area, United Kingdom View → PC Philip Chan Philip Chan Colleague at St. James'S Place – Asia & Middle EastHong Kong, Hong Kong Sar View → PB Paula Bicknell Paula Bicknell Colleague at St. James'S Place – Asia & Middle EastGreater Reading Area, United Kingdom View → LW Lee Wharton Lee Wharton Colleague at St. James'S Place – Asia & Middle EastSingapore View → KE Karen E Hathaway Karen E Hathaway Colleague at St. James'S Place – Asia & Middle EastDoncaster, England, United Kingdom View →
7 education records

Chloé Petyt, Cfp® education

Professional Competency Exam (Pce) - Cfp Board Examination

Financial Planning Institute Of Southern Africa
FAQ

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Quick answers generated from the profile data available on this page.

What company does Chloé Petyt, Cfp® work for?

Chloé Petyt, Cfp® works for St. James's Place – Asia & Middle East.

What is Chloé Petyt, Cfp®'s role at St. James's Place – Asia & Middle East?

Chloé Petyt, Cfp® is listed as Wealth Management Associate at St. James's Place – Asia & Middle East.

Where is Chloé Petyt, Cfp® based?

Chloé Petyt, Cfp® is based in Dubai, United Arab Emirates while working with St. James's Place – Asia & Middle East.

What companies has Chloé Petyt, Cfp® worked for?

Chloé Petyt, Cfp® has worked for St. James'S Place – Asia & Middle East, Aes International, Fnb Wealth And Investments, Alphawealth, and Fiscal Private Client Services.

Who are Chloé Petyt, Cfp®'s colleagues at St. James's Place – Asia & Middle East?

Chloé Petyt, Cfp®'s colleagues at St. James's Place – Asia & Middle East include Mark Woodward, Ryan Jenkins, Côme Doléac, Shailesh Shah, and Julie Townsend Apfs.

How can I contact Chloé Petyt, Cfp®?

You can use AeroLeads to view verified contact signals for Chloé Petyt, Cfp® at St. James's Place – Asia & Middle East, including work email, phone, and LinkedIn data when available.

What schools did Chloé Petyt, Cfp® attend?

Chloé Petyt, Cfp® holds Professional Competency Exam (Pce) - Cfp Board Examination from Financial Planning Institute Of Southern Africa.

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