Ewan Pitcairn Email & Phone Number
@closebrothersam.com
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Who is Ewan Pitcairn? Overview
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Ewan Pitcairn is listed as Head of Proposition at TrinityBridge, a with 526 employees, based in Edinburgh, Scotland, United Kingdom. AeroLeads shows a work email signal at closebrothersam.com and a matched LinkedIn profile for Ewan Pitcairn.
Ewan Pitcairn previously worked as Head of Proposition at Close Brothers Asset Management and Director - Special Projects at Close Brothers Asset Management. Ewan Pitcairn holds Ma (Hons), Mediaeval History from University Of St Andrews.
Email format at TrinityBridge
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About Ewan Pitcairn
Responsible for development and implementation of client proposition across wealth planning, funds and investment management. Lead on Consumer Duty, fund and product governance, fund launches and sustainability programme
Listed skills include Pensions, Wealth Management, Financial Advisory, Investments, and 20 others.
Ewan Pitcairn's current company
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Ewan Pitcairn work experience
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Head Of Proposition
Current
Director - Special Projects
Focusing on enhancing the CBAM Advice proposition through strategic projects including work on MiFID II and GDPR as well as key internal and external business relationships and propositional enhancements.
Head Of Adviser Services
Responsible for creating and running Adviser Central which supports the CBAM Financial Planning Service by enhancing knowledge, technology, process, structure and people.The function included responsibility for the 150+ staff in the paraplanning and adviser support areas as well as working on numerous projects to enhance process, proposition, technology and training.Highlights included successful roll out of Defined Benefit Transfer proposition, implementation of technology based… Show more Responsible for creating and running Adviser Central which supports the CBAM Financial Planning Service by enhancing knowledge, technology, process, structure and people.The function included responsibility for the 150+ staff in the paraplanning and adviser support areas as well as working on numerous projects to enhance process, proposition, technology and training.Highlights included successful roll out of Defined Benefit Transfer proposition, implementation of technology based Factfind solution, design of Intelligent Retirement proposition, changes to adviser incentivisation programme and "going for Chartered" initiative.Significant wider business engagement with Finance, HR and Compliance and key stakeholder on IT system changes and data migrations. Responsible for integration of three acquired adviser firms in Edinburgh, Midlands and London. Show less
Chartered Financial Planner
Following the acquisition of Scott-Moncrieff Wealth Management in October 2011 by Close Brothers Asset Management, continued as a Chartered Financial Planner focusing on high net worth clients and specialising in holistic financial planning, pensions and investments.
Financial Planning Consultant
Financial Adviser dealing with individuals and organisations for all aspects of financial planning - focus on pensions, tax planning and investments.Lindsays Financial Planning was an appointed representative of Scott-Moncrieff Wealth Management and then Close Brothers Asset Management. It was deregistered in March 2016.
Wealth Management Consultant
Independent Financial Adviser dealing with individuals and organisations for all aspects of financial planning - focus on pensions, tax planning and investments.
Senior Pensions Administrator
Ewan Pitcairn education
Frequently asked questions about Ewan Pitcairn
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What company does Ewan Pitcairn work for?
Ewan Pitcairn works for TrinityBridge.
What is Ewan Pitcairn's role at TrinityBridge?
Ewan Pitcairn is listed as Head of Proposition at TrinityBridge.
What is Ewan Pitcairn's email address?
AeroLeads has found 1 work email signal at @closebrothersam.com for Ewan Pitcairn at TrinityBridge.
Where is Ewan Pitcairn based?
Ewan Pitcairn is based in Edinburgh, Scotland, United Kingdom while working with TrinityBridge.
What companies has Ewan Pitcairn worked for?
Ewan Pitcairn has worked for Trinitybridge, Close Brothers Asset Management, Lindsays, Scott-Moncrieff Wealth Management, and Alba Life.
How can I contact Ewan Pitcairn?
You can use AeroLeads to view verified contact signals for Ewan Pitcairn at TrinityBridge, including work email, phone, and LinkedIn data when available.
What schools did Ewan Pitcairn attend?
Ewan Pitcairn holds Ma (Hons), Mediaeval History from University Of St Andrews.
What skills is Ewan Pitcairn known for?
Ewan Pitcairn is listed with skills including Pensions, Wealth Management, Financial Advisory, Investments, Inheritance Tax Planning, Strategic Financial Planning, Finance, and Asset Management.
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