Gerard Wilson Email and Phone Number
Gerard Wilson work email
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Gerard Wilson personal email
I have over two decades of experience working with entrepreneurs and wealthy families in Scotland. We take the time to listen and will walk you through ways you can protect and preserve your hard earned wealth, making sure that you and your family are prepared for the next stage in your life. Area's we can help you with;Business needs• Pre-sale and post-sale planningInvestment needs• Tax efficient investing - together with your tax and legal advisors, we can help determine the most efficient investment plan for you while ensuring regulatory compliance• Investment strategy - whether you want to utilise your client advisor on an advisory basis or full discretionary basis we can build an investment portfolio to meet your needsFamily needs• Estate and succession planning - utilise our wealth planning experts for optimum financial security for you and your family• Next generation - we will help you equip your children with valuable investment know how• Philanthropy - our philanthropy services can support your philanthropic goals and charitable giving
Brown Shipley | A Quintet Private Bank
View- Website:
- brownshipley.com
- Employees:
- 349
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Executive Director - Client AdvisorBrown Shipley | A Quintet Private Bank Apr 2022 - Present
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Client AdvisorBrown Shipley Sep 2020 - Apr 2022
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Client Advisor,Ubs Sep 2015 - Sep 2020Scotland -
Director, Business DevelopmentAdam & Company Feb 2014 - Sep 2015Glasgow, United KingdomResponsibility for new Private Client acquisition in the high and ultra high net worth market and to drive the strategy for increasing brand awareness with key stakeholders and third party introducers. -
Associate Director, Business DevelopmentAdam And Company Plc Sep 2010 - Feb 2014Core responsibility for sourcing and attracting new private clients and to support and drive local initiatives to raise profile of the brand. My remit is UK wide with strong networks in Scotland and the South East of London.
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Senior Relationship ManagerRoyal Bank Of Scotland May 2008 - Sep 2010Seconded to RBS Corporate and Commercial office to create and grow a new Private Banking portfolio of high net worth clients. To build a new portfolio I had to build strong relationships and trust with existing Corporate and Commercial relationship managers thus allowing me to contact and manage the personal banking requirements of their top clients. -
Relationship Development Manager, Private BankingRoyal Bank Of Scotland Aug 2006 - May 2008Seconded to business development role in large city centre to assist 22 RBS Private Banking relationship managers to grow their business by attracting new criteria clients. Building relationships with local introducers to raise profile and attract new business. I would source and facilitate the introduction of new private banking clients attracting Mortgages, lending, deposits and. investments.
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Premium Relationship ManagerRoyal Bank Of Scotland Aug 2004 - Aug 2006Responsible for managing a large number of high net worth customers with a view to retaining and growing existing business.
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Personal Banking ManagerRoyal Bank Of Scotland Jun 2002 - Aug 2004My first managerial appointment was in a suburban branch to develop and grow a very new portfolio of high net worth clients.
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Customer AdvisorRbs Mar 2001 - Jun 2002
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Customer Service OfficerRbs Nov 1999 - Mar 2001
Gerard Wilson Skills
Gerard Wilson Education Details
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Chartered Institute For Securities & InvestmentChartered Fcsi - Member Of The Chartered Institute For Securities & Investment -
Chartered Institute For Securities & InvestmentCertificate In Private Client Investment Advice
Frequently Asked Questions about Gerard Wilson
What company does Gerard Wilson work for?
Gerard Wilson works for Brown Shipley | A Quintet Private Bank
What is Gerard Wilson's role at the current company?
Gerard Wilson's current role is Client Advisor at Brown Shipley.
What is Gerard Wilson's email address?
Gerard Wilson's email address is ge****@****s.co.uk
What schools did Gerard Wilson attend?
Gerard Wilson attended Chartered Institute For Securities & Investment, Chartered Institute For Securities & Investment.
What skills is Gerard Wilson known for?
Gerard Wilson has skills like Business Development, Relationship Management, Banking, Commercial Banking, Portfolio Management, Financial Services, Credit, Financial Risk, Investments, Private Banking, Corporate Finance, Retail Banking.
Who are Gerard Wilson's colleagues?
Gerard Wilson's colleagues are Ruth Holmes, Gerry Maguire, Julie Rigby, Julian Federici, Stacie Hopkins, Wendy Mccarthy, Nikhil Sawjani.
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Gerard Wilson
Belfast Metropolitan Area -
Gerard Wilson
Plymouth -
2gmail.com, gmail.com -
3saminc.biz, sammouldings.co.uk, samonline.co.uk2 +130539XXXXX
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