David Mcniven

David Mcniven Email and Phone Number

Investment Manager, Chartered FCSI, Chartered Wealth Manager @ St. James’s Place Wealth Management
Liverpool, GB
David Mcniven's Location
Greater Liverpool Area, United Kingdom
David Mcniven's Contact Details

David Mcniven personal email

n/a
About David Mcniven

An experienced Finance Industry professional with 30+ years in Retail Banking, Financial Planning, Investment Management & Private Client Wealth Management in the HNW sector.

David Mcniven's Current Company Details
St. James’s Place Wealth Management

St. James’S Place Wealth Management

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Investment Manager, Chartered FCSI, Chartered Wealth Manager
Liverpool, GB
Website:
partnership.sjp.co.uk/gilsongrayfinancialmanagement
Employees:
32
David Mcniven Work Experience Details
  • St. James’S Place Wealth Management
    Investment Manager, Chartered Fcsi, Chartered Wealth Manager
    St. James’S Place Wealth Management
    Liverpool, Gb
    View
  • St. James’S Place Wealth Management
    Investment Manager, Chartered Fcsi, Chartered Wealth Manager
    St. James’S Place Wealth Management Jul 2016 - Present
    Liverpool, United Kingdom
    Since February 2016 when the FCA granted approval for the takeover of Rowan Dartington by St James's Place to add discretionary portfolio management to its already comprehensive investment and financial planning solutions, I have been working closely with partners to provide tailored discretionary portfolio solutions for new and existing clients. This includes private clients, corporates, pensions, charities and trusts.
    View
  • Quilter Cheviot Ltd
    Investment Director Chartered Fcsi
    Quilter Cheviot Ltd Oct 2012 - Jul 2016
    North England
    Focused exclusively on structuring investment portfolios for private clients, trusts, charities and pension funds.This gave me the complete freedom to build unbiased portfolios tailored to the individual needs of each client.
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  • Coutts & Co
    Associate Director
    Coutts & Co Feb 2008 - Sep 2012
    Liverpool, United Kingdom
    I developed close working relationships with my clients with a view to supporting them at different stages in their life or business. My years experience enabled me to fully appreciate the pitfalls and opportunities, I assisted clients in the following areas:-> Liquidity management> Discretionary portfolios> Structured investments> Hedge funds> Lending> FX > Estate planningI regularly went well beyond this including constantly looking for additional opportunities to network clients together and generate business.
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  • Royal Bank Of Scotland Business
    Regional Sales Manager
    Royal Bank Of Scotland Business Jan 2003 - Feb 2008
    North West England
    One of three Regional Managers managing a region of the RBS branch network in England & Wales. In overall control of developing and delivering on the business strategy across a wide range of measures.I was directly responsible for a team of 6 area managers and in turn 40 financial advisers providing bespoke financial planning solutions to RBS retail, private banking and business customers.The challenging role came with over arching responsibilities for sales management, risk control, staff development, recruitment and being an interface with the RBS branch network.I delivered significant performance improvements over the period and took pride in creating the right environment for success.
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  • Royal Bank Of Scotland Business
    Area Sales Manager
    Royal Bank Of Scotland Business Jan 1999 - Jan 2003
    North West England
    Managing a team of regulated financial advisers in the RBS branches providing advice to both private clients and commercial clients.
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  • Royal Bank Of Scotland Business
    Senior Financial Advisor
    Royal Bank Of Scotland Business Jan 1993 - Jan 1999
    Liverpool, United Kingdom
    Delivering financial planning advice to RBS Private, Retail and Business banking clients
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  • Royal Bank Of Scotland Business
    Various Roles
    Royal Bank Of Scotland Business Aug 1987 - Jan 1993
    Norwich & Liverpool
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David Mcniven Skills

Investments Portfolio Management Wealth Management Financial Services Private Banking Banking Strategic Financial Planning Relationship Management Asset Management Financial Advisory Finance Financial Risk Wealth Investment Management High Net Worth Individuals Retail Banking Hedge Funds Financial Planning Retirement Planning Pensions Business Strategy Commercial Banking Loans Funding Estate Planning Credit Financial Structuring Mortgage Lending Credit Risk Investment Advisory Lending Solutions Inheritance Tax Planning Investment Strategies

David Mcniven Education Details

  • Larbert High School
    Larbert High School
  • Thorpe St Andrew, Norwich
    Thorpe St Andrew, Norwich

Frequently Asked Questions about David Mcniven

What company does David Mcniven work for?

David Mcniven works for St. James’s Place Wealth Management

What is David Mcniven's role at the current company?

David Mcniven's current role is Investment Manager, Chartered FCSI, Chartered Wealth Manager.

What is David Mcniven's email address?

David Mcniven's email address is da****@****tts.com

What schools did David Mcniven attend?

David Mcniven attended Larbert High School, Thorpe St Andrew, Norwich.

What are some of David Mcniven's interests?

David Mcniven has interest in Kiteboarding, Snowboarding, Wake Boarding, Sailing And All Things Apple.

What skills is David Mcniven known for?

David Mcniven has skills like Investments, Portfolio Management, Wealth Management, Financial Services, Private Banking, Banking, Strategic Financial Planning, Relationship Management, Asset Management, Financial Advisory, Finance, Financial Risk.

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