Jack Whittaker Email & Phone Number

Cardiff, Gb

Cardiff, Wales, United Kingdom

Cardiff, Wales, United Kingdom

In September 2021, I moved from the Cardiff Office's Portfolio Management Team to a newly created role in our Wealth Management Team, where I support three Divisional Directors and our Financial Planning Team in providing advice and investment management services to private clients and trusts. My responsibilities include:• Attending client meetings and answering client queries• Compiling suitability reports• Providing market commentary• Managing portfolios

Following the creation of a dedicated Portfolio Management Team within the Cardiff office, I was promoted to Associate Portfolio Manager. My responsibilities included:• Bespoke discretionary portolio management for private clients, the clients of external financial advisers, charities and institutions, trusts and company accounts• Portfolio construction• In office research, idea generation and investment discussion• Responding to queries from internal and external… Show more Following the creation of a dedicated Portfolio Management Team within the Cardiff office, I was promoted to Associate Portfolio Manager. My responsibilities included:• Bespoke discretionary portolio management for private clients, the clients of external financial advisers, charities and institutions, trusts and company accounts• Portfolio construction• In office research, idea generation and investment discussion• Responding to queries from internal and external advisers and providing bespoke portfolio commentary and analysis Show less

Cardiff, United Kingdom

I spent my first couple of years at Brewin Dolphin learning the ropes and finding my feet in the industry. During this period, I was attached to the award-winning Adviser Partnership Team, providing a bespoke discretionary management service to the clients of external financial advisers.

Cardiff, United Kingdom

I was employed as a graduate trainee at this FTSE 100 general insurer. During my short time at Admiral, I gained further exposure to claims as well as an understanding of underwriting, business development and investor relations. Whilst there I also completed the ILM Level 5 Certificate in Leadership & Management, which gave me a solid grounding in people management.I left Admiral when I was offered an opportunity to move into investment management, an industry I had desired to join… Show more I was employed as a graduate trainee at this FTSE 100 general insurer. During my short time at Admiral, I gained further exposure to claims as well as an understanding of underwriting, business development and investor relations. Whilst there I also completed the ILM Level 5 Certificate in Leadership & Management, which gave me a solid grounding in people management.I left Admiral when I was offered an opportunity to move into investment management, an industry I had desired to join for a number of years Show less

London, United Kingdom

In my first job following graduation, I worked on a claims handling project managed by a Big Four accountancy firm in conjunction with an international law firmAn excellent insight into the world of insurance, claims and liability, this role also allowed me to develop my negotiating skills whilst providing a high quality service to the underlying client

Master Of Arts (M.A.), History, Pass (Merit)

With a specialism in the history of medicine, I completed my master's dissertation on the role of the family in the institutionalisation.

Bachelor'S Degree, History, First Class

I completed my history degree at Reading with a dissertation on the economic effects of the Black Death on the City of London's livery.