Hellen Dalton Cfp® Email & Phone Number

County Dublin, Ireland

Cantor Fitzgerald, a leading global financial services group at the forefront of financial and technological innovation has been a proven and resilient leader for over 65 years. Cantor Fitzgerald Ireland was formed through the acquisition of Dolmen Stockbrokers in 2012. With a proud history of stockbroking and servicing our private clients and financial advisors in Ireland since 1995, we provide a full suite of investment services, primarily in personalised share dealing, pensions and wealth management, debt capital markets, corporate finance and research.We offer a holistic wealth management service to a variety of clients including high net worth families, executives, businesses and charities. We provide the full range of wealth management services including individual and company pensions, stockbroking, investment management, fund management and succession/estate planning.I work with clients to help them achieve short, medium and long term financial goals through prudent investment management.

Dublin

Merrion Capital is an investment management firm that has been operating since 1999.

Dublin, Ireland

I was brought onboard to overhaul and expand the Wealth Management offering within Bastow Charleton. This included:Providing investment support to the BCWM client base, including pension clients. Overseeing the investment offering from BCWM. Increasing the depth of service and range of portfolio offerings. Authoring detailed, bespoke wealth management reviews for clients.Reviewing clients fee schedules. Winning new business.

Dublin, Ireland

I relocated to Dublin from London in November 2009 to assist in the opening and development of the Smith & Williamson Dublin office. Initially in a solo capacity, which expanded to a team of 12.I managed the investment portfolios of a range of Irish based investors including private clients, charities and trusts on mainly discretionary mandates. I promoted a globally diversified discretionary investment remit across a range of asset classes such as equities, bonds, property and collective investments.

The City, London

As a Wealth Manager for Kleinwort Benson I was the main point of contact and managed the relationships of a diverse range of clients including individuals, family groups, trusts and charities.

London, United Kingdom

Through the company’s demanding broker training program I acquired a solid grounding in all investments asset classes and funds, pensions, tax and estate planning. Following the four month training program, I moved to the Piccadilly branch within Killik to work as a stockbroker and provide an advisory service to an assigned private client base.

London, United Kingdom

As an Account Manager with Interactive Data I provided post sales support to a wide range of clients included Merchant Banks, Brokerages, Custodians and Investment Managers, with activities including investment banking, active and passive fund management, hedge funds, and private client wealth management services. I had an assigned customer base covering Ireland, The Netherlands, London and Jersey.

Certified Financial Planner™ Certification

Qfa - Qualified Financial Adviser

Professional Certificate In Stockbroking

Certificate In Private Client Investment Advice And Management

Advanced Financial Planning Certificate: Taxation And Trusts (G10)

Certificate In Investments (Investment Management)

Certificate For Financial Advisers (Cefa)

Certificate In Investments (Securities)

Ba (Hons) Business And Financial Services, Financial Services