James Marks, Chartered Mcsi Email and Phone Number
James Marks, Chartered Mcsi work email
- Valid
- Valid
- Valid
James Marks, Chartered Mcsi personal email
James Marks, Chartered Mcsi phone numbers
I am a Chartered MCSI financial advisor, helping Senior Managers & Executives to build a comprehensive investment portfolio with the right amount of safe and high-return asset groups.In my 15 years of practice, I have built a diverse clientele with many different cases, which has given me the ability to react to each client's specified situation. My approach is to thoroughly understand each client's financial situation, goals, and risk tolerance to tailor a portfolio that balances growth, income, and safety.I pride myself on building long-term relationships based on trust, transparency, and consistent performance. My expertise extends to a variety of unique and high-value investment opportunities:- Private equity- Income for life- Wine & art investments- Passport & citizenship- Life insurance- Real estate investments- Financial strategy and adviceIf you would be interested in a free consultation with me, do not hesitate to contact me, and we will find a time slot for an online or personal meeting.
Svn Capital
View-
Senior Investment ManagerSvn Capital Feb 2024 - PresentSVN Capital is pioneering a new era of investment advisory by disrupting the market through innovative investment solutions. With a fresh perspective on the marketplace, SVN Capital delivers a new breed of excellence for the industry. -
Senior AssociateHolborn Assets Llc Jan 2019 - Feb 2024Cyprus, Saudi Arabia, United Arab EmiratesEstablished in 1998, Holborn is a leading global financial services company providing quality financial advice & wealth management solutions to international expatriates. As a British, family-owned company we pride ourselves on delivering a superior experience to over 20,000 clients, though 6 international offices, supported by 450+ employees. -
Senior AssociateImperium Wealth Management Jan 2019 - Feb 2024Dubai, United Arab EmiratesImperium Wealth Management is a financial advisory enterprise helping individuals all over the world with the protection and growth of their finances. Our team of advisors are equipped with a depth of high-level knowledge in our specialty field as well as a high level of customer service. -
Vp Wealth ManagementGlobaleye Jan 2015 - Dec 2018DubaiGlobaleye and I share a commitment to providing an innovative, client centric approach which has resulted in the accolades of "Personal Lines Broker of the Year" at both the 2010 Middle East & Gulf Insurance Review Awards and most recently at the 2011 and 2012 MENA Insurance Awards. I strongly believe Client service is paramount and by providing a bespoke service tailored to the clients needs, my colleagues and I are able to offer this. My particular areas of expertise include:… Show more Globaleye and I share a commitment to providing an innovative, client centric approach which has resulted in the accolades of "Personal Lines Broker of the Year" at both the 2010 Middle East & Gulf Insurance Review Awards and most recently at the 2011 and 2012 MENA Insurance Awards. I strongly believe Client service is paramount and by providing a bespoke service tailored to the clients needs, my colleagues and I are able to offer this. My particular areas of expertise include: Tax Planning, Education Fee Fund Planning, Retirement Planning, Pension Transfers, Insurance, Investments and Portfolio Management. Show less -
Senior AssociateFinsbury Associates May 2013 - Dec 2014United Arab EmiratesFinsbury Associates is a highly regulated financial services group, which specialises in providing consultation, advice and bespoke solutions in all areas of financial planning.With over 40 years of experience in the industry, our goal is simple: to ensure highly qualified professionals are on hand to safeguard all aspects of your financial situation, and to help you achieve your financial goals.At Finsbury Associates, we offer a totally uncompromised service and we’re on hand around… Show more Finsbury Associates is a highly regulated financial services group, which specialises in providing consultation, advice and bespoke solutions in all areas of financial planning.With over 40 years of experience in the industry, our goal is simple: to ensure highly qualified professionals are on hand to safeguard all aspects of your financial situation, and to help you achieve your financial goals.At Finsbury Associates, we offer a totally uncompromised service and we’re on hand around the clock to ensure our clients’ financial journey is as smooth and comfortable as possible. Our hands-on approach is proactive and transparent. So whether you’re planning for your retirement or seeking advice on insurance solutions, join the thousands of other clients who count on us to deliver quality products and premium services.Education PlanningWe all want to give our children the best possible start in life – and that includes the very best education our money can buy. Insurance PlanningIf you calculate the average amount of income an individual is expected to earn over a lifetime, it often far exceeds the value of any homes, cars or assets currently owned.Investment PlanningYou work hard to earn your money. Now make your money work hard for you.Retirement PlanningPlanning for your retirement is one of the most important decisions a person can make.Succession PlanningAs we grow older, we naturally start to make considerations for when we eventually pass away. Show less -
Associate Wealth ConsultantDevere Group 2011 - Apr 2013Cyprus -
DirectorArchcourt Ltd Aug 2007 - Mar 2011I joined Archcourt Ltd to expand the trade business and to manage and direct all the showrooms & sales designers.Archcourt Ltd trades as Kitchen & Bedroom Creation & Leangrange Ltd (our factory)
-
Business Development DirectorBaumatic Ltd Aug 1996 - Aug 2007
James Marks, Chartered Mcsi Skills
James Marks, Chartered Mcsi Education Details
-
Waingels CopseBusiness & Finance
Frequently Asked Questions about James Marks, Chartered Mcsi
What company does James Marks, Chartered Mcsi work for?
James Marks, Chartered Mcsi works for Svn Capital
What is James Marks, Chartered Mcsi's role at the current company?
James Marks, Chartered Mcsi's current role is Private Client Adviser | Helping Senior Managers & Executives Located in the UAE and Saudi Arabia Build Bespoke Investment Portfolios and Bringing Them Access to Private Banking Solutions..
What is James Marks, Chartered Mcsi's email address?
James Marks, Chartered Mcsi's email address is jm****@****eye.com
What is James Marks, Chartered Mcsi's direct phone number?
James Marks, Chartered Mcsi's direct phone number is +971440*****
What schools did James Marks, Chartered Mcsi attend?
James Marks, Chartered Mcsi attended Chartered Institute For Securities & Investment, Waingels Copse, Chartered Institute For Securities & Investment.
What are some of James Marks, Chartered Mcsi's interests?
James Marks, Chartered Mcsi has interest in Watching And Playing Sports, Football, Economic Empowerment, Rugby, Politics, Education, Tennis, Golf, Animal Welfare.
What skills is James Marks, Chartered Mcsi known for?
James Marks, Chartered Mcsi has skills like Investments, Business Development, Portfolio Management, Financial Services, Financial Advisory, Account Management, Sales Management, Pensions, Finance, B2b, New Business Development, Management.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial