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@holbornassets.com
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James Marks, Chartered Mcsi is listed as 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. at SVN Capital, based in Dubai, United Arab Emirates, United Arab Emirates. AeroLeads shows a work email signal at holbornassets.com, phone signal with area code 714, and a matched LinkedIn profile for James Marks, Chartered Mcsi.
James Marks, Chartered Mcsi previously worked as Senior Investment Manager at Svn Capital and Senior Associate at Holborn Assets Llc. James Marks, Chartered Mcsi holds Advanced Wealth Management, Applied Financial Advice And Management, Level 4 from Chartered Institute For Securities & Investment.
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AeroLeads found 1 current-domain work email signal for James Marks, Chartered Mcsi. Compare company email patterns before reaching out.
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.
Listed skills include Investments, Business Development, Portfolio Management, Financial Services, and 26 others.
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SVN 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.
Cyprus, Saudi Arabia, United Arab Emirates
Established 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.
Dubai, United Arab Emirates
Imperium 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.
Dubai
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.
United Arab Emirates
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.
I 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)
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James Marks, Chartered Mcsi works for SVN Capital.
James Marks, Chartered Mcsi is listed as 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. at SVN Capital.
AeroLeads has found 1 work email signal at @holbornassets.com for James Marks, Chartered Mcsi at SVN Capital.
AeroLeads has found 1 phone signal(s) with area code 714 for James Marks, Chartered Mcsi at SVN Capital.
James Marks, Chartered Mcsi is based in Dubai, United Arab Emirates, United Arab Emirates while working with SVN Capital.
James Marks, Chartered Mcsi has worked for Svn Capital, Holborn Assets Llc, Imperium Wealth Management, Globaleye, and Finsbury Associates.
You can use AeroLeads to view verified contact signals for James Marks, Chartered Mcsi at SVN Capital, including work email, phone, and LinkedIn data when available.
James Marks, Chartered Mcsi holds Advanced Wealth Management, Applied Financial Advice And Management, Level 4 from Chartered Institute For Securities & Investment.
James Marks, Chartered Mcsi is listed with skills including Investments, Business Development, Portfolio Management, Financial Services, Financial Advisory, Account Management, Sales Management, and Pensions.
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