- Managing a large book of high net worth UK res dom and res non dom clients.- Client acquisition and business development through personal contacts or introducer network.- Development of investment solutions for complex client situations.- Construction and management of bespoke advisory portfolios, structured products, one-off investment and credit solutions.- Provide investment advice on a broad range of investments and asset classes, including equities, fixed income, private equity, hedge funds & commodities.

Portfolio ManagerWealth and Investment Management - Co-managed £1 billion worth of High Net Worth individual’s portfolios with a focus on fund and single line equities selection. - Constructed and rebalanced portfolios through security selection and ongoing monitoring.- Undertook equity analysis and portfolio construction, used at a committee level to help model portfolios- Developed education sessions to assist bankers with communication with clients.- Provided clients with information on portfolio performance and other queries