John Devine

John Devine Email and Phone Number

Senior Investment Manager at Charles Stanley - Advising individuals & working collaboratively with professional advisers @ Charles Stanley & Co. Limited
london, greater london, united kingdom
John Devine's Location
Surrey, England, United Kingdom, United Kingdom
John Devine's Contact Details

John Devine work email

John Devine personal email

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About John Devine

An experienced investment manager based in Guildford, I manage investment portfolios for private individuals and trustees and joined Charles Stanley in January 2018 having gained more than a decade of investment experience. When working with clients I • Help to identify personal goals and investment objectives• Regularly review the strategy• Consider opportunities for specialist financial planning and legal advice to achieve positive personal tax planning outcomes• Collaborate with expert financial planners, solicitors and accountants My clients include: • Financial planners and their clients• Private individuals of all ages and experience• Trusts I was recognised by PAM as one of the Top 40 under 40 in 2016, a definitive guide to the rising stars in the private banking and private asset management sectors, and in 2017 the office I headed at the time was shortlisted as a Citywire ‘South East Regional Star’ by financial planners. I am a Chartered Wealth Manager and Chartered Fellow of the Chartered Institute of Securities and Investments (CISI), holding the CISI Diploma and CFA UK Investment Management Certificate (IMC).

John Devine's Current Company Details
Charles Stanley & Co. Limited

Charles Stanley & Co. Limited

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Senior Investment Manager at Charles Stanley - Advising individuals & working collaboratively with professional advisers
london, greater london, united kingdom
Employees:
710
John Devine Work Experience Details
  • Charles Stanley & Co. Limited
    Senior Investment Manager
    Charles Stanley & Co. Limited Jan 2018 - Present
    Guildford, United Kingdom
    An experienced investment manager based in Guildford, I manage investment portfolios for private individuals and trustees helping to identify and achieve personal goals. I have investment experience since 2004 and have managed portfolios predominantly on a discretionary basis since 2007; I have previously undertaken investment research where I focused on the London-listed media and technology sectors and North American equity investment via collectives, ETFs and structured products. I have considerable experience working collaboratively with financial planners, recognising the importance of establishing investment goals in the context of an individual’s personal goals, risk appetite and capacity for loss.
  • Thesis Asset Management Plc
    Office Director & Investment Manager
    Thesis Asset Management Plc Aug 2015 - Dec 2017
    Guildford, United Kingdom
    I continued to manage portfolios for private clients and trusts but also managed the Guildford private client team as Office Director. My focus was managing portfolios and working collaboratively with clients' other professional advisers on legal, personal tax and financial planning matters.
  • Thesis Asset Management Plc
    Investment Manager
    Thesis Asset Management Plc Oct 2007 - Aug 2015
    Guildford, United Kingdom
    Investment Manager and the firm's analyst for the UK equity media & technology sectors and North American equities.
  • Thesis Asset Management
    Assistant Investment Manager
    Thesis Asset Management Oct 2004 - Oct 2007
    Brighton, United Kingdom

John Devine Skills

Equities Investments Investment Management Securities Structured Products Etfs Asset Allocation Wealth Management Asset Management Valuation Investment Strategies Investment Advisory Financial Services Mutual Funds Portfolio Management

John Devine Education Details

Frequently Asked Questions about John Devine

What company does John Devine work for?

John Devine works for Charles Stanley & Co. Limited

What is John Devine's role at the current company?

John Devine's current role is Senior Investment Manager at Charles Stanley - Advising individuals & working collaboratively with professional advisers.

What is John Devine's email address?

John Devine's email address is jo****@****plc.com

What schools did John Devine attend?

John Devine attended University Of Leicester, College Of Richard Collyer.

What skills is John Devine known for?

John Devine has skills like Equities, Investments, Investment Management, Securities, Structured Products, Etfs, Asset Allocation, Wealth Management, Asset Management, Valuation, Investment Strategies, Investment Advisory.

Who are John Devine's colleagues?

John Devine's colleagues are Alan Harris, Jacobus De Wet, David Coulson, Alex James, Jeremy Sharp, Oliver Smith, Will Walker-Arnott Fcsi.

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