James Marks, Chartered Mcsi

James Marks, Chartered Mcsi Email and Phone Number

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. @ SVN Capital
James Marks, Chartered Mcsi's Location
Dubai, United Arab Emirates, United Arab Emirates
James Marks, Chartered Mcsi's Contact Details

James Marks, Chartered Mcsi work email

James Marks, Chartered Mcsi personal email

n/a

James Marks, Chartered Mcsi phone numbers

About James Marks, Chartered Mcsi

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.

James Marks, Chartered Mcsi's Current Company Details
SVN Capital

Svn Capital

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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.
James Marks, Chartered Mcsi Work Experience Details
  • Svn Capital
    Senior Investment Manager
    Svn Capital Feb 2024 - Present
    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.
  • Holborn Assets Llc
    Senior Associate
    Holborn Assets Llc Jan 2019 - Feb 2024
    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.
  • Imperium Wealth Management
    Senior Associate
    Imperium Wealth Management Jan 2019 - Feb 2024
    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.
  • Globaleye
    Vp Wealth Management
    Globaleye Jan 2015 - Dec 2018
    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 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
  • Finsbury Associates
    Senior Associate
    Finsbury Associates May 2013 - Dec 2014
    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 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
  • Devere Group
    Associate Wealth Consultant
    Devere Group 2011 - Apr 2013
    Cyprus
  • Archcourt Ltd
    Director
    Archcourt Ltd Aug 2007 - Mar 2011
    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)
  • Baumatic Ltd
    Business Development Director
    Baumatic Ltd Aug 1996 - Aug 2007

James Marks, Chartered Mcsi Skills

Investments Business Development Portfolio Management Financial Services Financial Advisory Account Management Sales Management Pensions Finance B2b New Business Development Management Savings Sales Negotiation Wealth Management Estate Planning Inheritance Tax Planning Business Planning Mutual Funds Retirement Planning Financial Planning Qrops Key Account Management Asset Management Product Development Wealth Retirement Direct Sales Pension Funds

James Marks, Chartered Mcsi Education Details

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.

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