Mason Wealth Management was established in 2020 when I accepted an invitation to join St. James's Place which is regarded as one of the leading wealth management organisations in the UK.I offer a tailored financial planning service to help clients achieve their financial goals and, ultimately, enable them to live the lifestyle they desire.With over 25 years of experience within financial services, I've developed a friendly, uncomplicated and structured approach. My emphasis is on maintaining long-term relationships to provide trusted ongoing advice whether your priority is to:• Enjoy the lifestyle you desire• Build and preserve wealth• Focus on retirement planning• Make tax-efficient investment decisions• Manage cash and borrowings• Gain financial protection against risk•
Mason Wealth Management - Partner Practice Of St. James'S Place Wealth Managemen
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Financial Planner And AdviserMason Wealth Management - Partner Practice Of St. James'S Place Wealth ManagemenSouthend-On-Sea, Gb
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Financial Planner & AdviserMason Wealth Management - Partner Practice Of St. James'S Place Wealth Management May 2020 - PresentLeigh-On-Sea, EssexFinancial Planner & Adviser providing a path to enjoying the lifestyle you desire by focusing on your financial needs and expectations.St. James's Place Wealth Management is a FTSE 100 company and one of the UK's leading wealth management organisations. As a company, we specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James's Place proposition is further enhanced by its distinctive approach to investment management.
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Financial Adviser & Mortgage AdviserSimfin Financial Planning Ltd Sep 2016 - Apr 2019Wickford, Essex
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Financial AdviserEden Ifa Ltd Feb 2014 - Aug 2016Rayleigh, Essex
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Securities Lending / Equity Finance TraderCiti Group Jan 2011 - Mar 2011London, United Kingdom• Managed various books on the supply side covering client and internal demand. • Significantly increased flow business by utilising strong recognised relationships and introduced new, highly profitable business channels. -
Hedge Fund & Equity Product SalesAbn Amro Bank N.V. Feb 2007 - Apr 2008Sydney, AustraliaBased in Sydney Australia covering Hedge Funds located in Asia and Australasia.• Overall responsibility for winning and maintaining revenue producing business.• Regular attendance at industry conferences and events.• Worked closely with the Corporate Sales team to promote Securities Lending, Equity Swaps, ETF's and OTC Options to the Asian and Australasian hedge fund community. This required identifying target clients, presenting to external senior management, negotiating business parameters and ultimately overseeing and advising on trade execution.• Extensive travel throughout Asia to initiate, promote and maintain hedge fund relationships. A close working relationship was essential with colleagues in all related business units.• Covering all client facing aspects required in a sales role including preparation of marketing material, initial engagement, presentation of pitches and establishing client requirements. -
Hedge Fund Sales / Swaps / Securities LendingUbs Investment Bank Jun 1994 - Sep 2004London, United Kingdom10 years of service covering all aspects of Securities Finance.Hedge Fund Sales/Trading• Senior member of the Hedge Fund Sales Team with significant contribution to a p&l that grew every year by demonstrating a pro-active approach to sales and relationship management to increase balances.• Led Marketing Team on sales pitches to win new business. Responsibility would then include overseeing/directing the On-boarding Team.Equity Finance/Swaps/Securities Lending Trader• Managed the Synthetic Equity Swap (SES) business capturing all hedge fund swap transactions. Overall balance was valued around $5bln accounting for >$10 mln gross profit per annum. As main point of contact, clear effective communication was vital with all governing departments (including Tax, Legal, Credit and Compliance) whilst managing process and internal/external expectations.• Identified a previously untapped revenue stream and built a US equity yield enhancement business from scratch. Accountable for trade selection, p&l management and trade procedures.• Submitted an Equity Repo business plan and developed a competitive, improved financing service to the banks hedge fund clients. This business was then adopted by Treasury to assist with company finance requirements.• Significantly increased revenue by focusing on European yield enhancement trades.• Assigned the Asian matched book during the European time zone.Collateral Manager/Trader• Head of the International Securities Lending Collateral Management Team. • Turned a previously regarded cost reducing duty into a recognised profit centre through execution in FX, repo and cash investment markets.• Established the use of the tri-party collateralisation programme.Treasury Dealer• Contributory member of the banks Treasury Committee. • Responsible for daily management and investment of funds including a placing strategy for cash, commercial paper and certificates of deposit. -
Forward Foreign Exchange TraderRbc Jun 1992 - Jan 1993London, United Kingdom• Traded European forward currencies and directed the Corporate Sales desk to boost FX balances.• Provided daily commentary to colleagues and clients. -
Foreign Exchange TraderDaiwa Capital Markets Europe Ltd Oct 1988 - May 1992London, United Kingdom• Full responsibility of the spot $/Yen book.
Darren Mason Skills
Darren Mason Education Details
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South East Essex Sixth Form College
Frequently Asked Questions about Darren Mason
What company does Darren Mason work for?
Darren Mason works for Mason Wealth Management - Partner Practice Of St. James's Place Wealth Managemen
What is Darren Mason's role at the current company?
Darren Mason's current role is Financial Planner and Adviser.
What schools did Darren Mason attend?
Darren Mason attended South East Essex Sixth Form College.
What skills is Darren Mason known for?
Darren Mason has skills like Collateral Management, Business Investment And Protection, Client Relationship Building, Customer Relations, Structured Products, International Sales, Retirement Planning, Capital Markets, Derivatives, Financial Life Planning, Swaps, Investments.
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Darren Mason
Manchester Area, United Kingdom1socialinnovations.co.uk2 +447932XXXXXX
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Darren Mason
Managing Director | Retail | Dtc | Innovation | Business Development | Strategy | Media & EntertainmentHorsham
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