Wealth Manager
CurrentTribe is the UK’s first dedicated impact wealth manager.We help our clients to align their wealth with their financial requirements, their personal values and the impact they want to create. www.tribeimpactcapital.com
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Ines Uwiteto is listed as Wealth Manager at Tribe Impact Capital at Tribe Impact Capital, a company with 19 employees, based in United Kingdom, United Kingdom, United Kingdom. AeroLeads shows a matched LinkedIn profile for Ines Uwiteto.
Ines Uwiteto previously worked as Wealth Manager at Tribe Impact Capital and Director - Private Clients at Seven Investment Management Llp (7Im). Ines Uwiteto holds Private Client Investment Advice And Management, Level 6 from Chartered Institute For Securities & Investment.
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Ines is a Wealth Manager at Tribe working with high-net-worth individual, trust, and charity clients. Ines joined the Tribe from Seven Investment Management (7IM) where she was a client director working with entrepreneurs, high-net-worth individuals and retirees. Prior to 7IM, she was a Senior Discretionary Investment Specialist at HSBC Asset Management.
Listed skills include Economics, Asset Management, Relationship Management, Asset Allocation, and 9 others.
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Tribe is the UK’s first dedicated impact wealth manager.We help our clients to align their wealth with their financial requirements, their personal values and the impact they want to create. www.tribeimpactcapital.com
Experienced Private Client Director working with high net worth individuals, charities and trusts. I have worked with Entrepreneurs and Private Clients specialising in:-Managing and Preserving wealth -Inheritance Tax Planning-Investment Management -Retirement planning advice-Advising entrepreneurs with a partial/full exit of a business.
London, United Kingdom
Managing client relationships for high net worth individuals, assessing suitability and working with the premier client manager to review the investment portfolio on an ongoing basis. Supporting the division in its drive to meet new business and client retention targets and assisting in ad hoc projects.Training new Discretionary Investment Specialists.
London
Researched internal and external investment vehicles for client asset allocations.Assisted in the fund selection process with a focus on absolute return strategy funds.Developed financial models to analyse performance of the global fixed income portfolio.Worked closely with Senior Portfolio managers in the monitoring and analysis of clients’ portfolios.
London, United Kingdom
Prepared the daily morning market update report. Conducted research on alternative investments to analyse the suitability of the asset class for existing clients.Helped in the marketing effort by preparing research reports on prospective clients to help private bankers effectively target new clients. Provided general administrative support.
Other employees you can reach at tribeimpactcapital.com. View company contacts for 19 employees →
Jamie Innes, Cfa
Colleague at Tribe Impact CapitalLondon, England, United Kingdom, United Kingdom
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Cate Quentin
Colleague at Tribe Impact CapitalUnited Kingdom, United Kingdom
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Siobhan Lazeris
Colleague at Tribe Impact CapitalLondon, England, United Kingdom, United Kingdom
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Luyanda Bhengu
Colleague at Tribe Impact CapitalDurban, KwaZulu-Natal, South Africa, South Africa
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Neil Hill
Colleague at Tribe Impact CapitalLondon, England, United Kingdom, United Kingdom
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Akinola Adegoke
Colleague at Tribe Impact CapitalUnited Kingdom, United Kingdom
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Archie Cage
Colleague at Tribe Impact CapitalLondon, England, United Kingdom, United Kingdom
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Aaron Gaide
Colleague at Tribe Impact CapitalUnited Kingdom, United Kingdom
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Carli Baldasare
Colleague at Tribe Impact CapitalLondon, England, United Kingdom, United Kingdom
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Kelly Burgess
Colleague at Tribe Impact CapitalLondon, England, United Kingdom, United Kingdom
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Quick answers generated from the profile data available on this page.
Ines Uwiteto works for Tribe Impact Capital.
Ines Uwiteto is listed as Wealth Manager at Tribe Impact Capital at Tribe Impact Capital.
Ines Uwiteto is based in United Kingdom, United Kingdom, United Kingdom while working with Tribe Impact Capital.
Ines Uwiteto has worked for Tribe Impact Capital, Seven Investment Management Llp (7Im), Hsbc Global Asset Management (Uk) Ltd, Signia Wealth Limited, and Berenberg.
Ines Uwiteto's colleagues at Tribe Impact Capital include Jamie Innes, Cfa, Cate Quentin, Siobhan Lazeris, Luyanda Bhengu, and Neil Hill.
You can use AeroLeads to view verified contact signals for Ines Uwiteto at Tribe Impact Capital, including work email, phone, and LinkedIn data when available.
Ines Uwiteto holds Private Client Investment Advice And Management, Level 6 from Chartered Institute For Securities & Investment.
Ines Uwiteto is listed with skills including Economics, Asset Management, Relationship Management, Asset Allocation, Bloomberg, Thomson Reuters Eikon, Sales, and Portfolio Management.
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