Jonathan Smith, Cfa
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Jonathan Smith, Cfa Email & Phone Number

Experienced Wealth Manager & Portfolio Specialist | Driving Sustainable Investment Strategies & Fund Research at Coutts
Location: London, England, United Kingdom 6 work roles 1 school
1 work email found @casterbridgewealth.co.uk LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@casterbridgewealth.co.uk
LinkedIn Profile matched
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Current company
Coutts
Role
Experienced Wealth Manager & Portfolio Specialist | Driving Sustainable Investment Strategies & Fund Research
Location
London, England, United Kingdom
Company size
2259 employees

Who is Jonathan Smith, Cfa? Overview

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Quick answer

Jonathan Smith, Cfa is listed as Experienced Wealth Manager & Portfolio Specialist | Driving Sustainable Investment Strategies & Fund Research at Coutts, a with 2259 employees, based in London, England, United Kingdom. AeroLeads shows a work email signal at casterbridgewealth.co.uk and a matched LinkedIn profile for Jonathan Smith, Cfa.

Jonathan Smith, Cfa previously worked as Portfolio Manager at Coutts and Head of Research and Sustainable Portfolios at Casterbridge Wealth Investments. Jonathan Smith, Cfa holds Business Management, Business, Management, Marketing, And Related Support Services, 1St Class Honours from University Of East Anglia.

Company email context

Email format at Coutts

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*@casterbridgewealth.co.uk
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AeroLeads found 1 current-domain work email signal for Jonathan Smith, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Jonathan Smith, Cfa

“Views & News on this page are for UK investment professionals only and not advice. I believe that suitability is the most important factor in portfolio construction and aim to deliver strong performance in a risk and service appropriate way. I’m passionate about researching investments and constructing portfolios and believe that Casterbridge Wealth offer an excellent suite of services that have the client’s long-term objectives at heart. After graduating with a first from the University of East Anglia, I worked at Hargreaves Lansdown whilst studying the CFA program. The skills I have learnt through these and my current work assist me in delivering a client-orientated, quality service. I am a keen (and very much a beginner) golfer, surfer and skier and love to socialise given the opportunity!”

Listed skills include Analysis, Teamwork, Computer/Technical Literacy, Business Management, and 1 others.

Current workplace

Jonathan Smith, Cfa's current company

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Coutts
Coutts
Experienced Wealth Manager & Portfolio Specialist | Driving Sustainable Investment Strategies & Fund Research
london, london, united kingdom
Website
coutts.com
Employees
2259
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Company profile
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6 roles

Jonathan Smith, Cfa work experience

A career timeline built from the work history available for this profile.

Portfolio Manager

Current
Coutts

London, England, United Kingdom

Oct 2023 - Present

Store Associate

Staples
Sep 2010 - Dec 2012
Team & coworkers

Colleagues at Coutts

Other employees you can reach at coutts.com. View company contacts for 2259 employees →

RP Rachel Parkes Rachel Parkes Colleague at CouttsLeeds, England, United Kingdom View → NR Nathan R. Nathan R. Colleague at CouttsGreater Bristol Area, United Kingdom View → VC Victoria Coombes Victoria Coombes Colleague at CouttsLondon, England, United Kingdom View → ST Sam Tenny Sam Tenny Colleague at CouttsLondon, England, United Kingdom View → SW Steven Walker Steven Walker Colleague at CouttsGreater Oxford Area, United Kingdom View → HG Harper Graham Harper Graham Colleague at CouttsBromley, England, United Kingdom View → AW Amy Wong Amy Wong Colleague at CouttsHong Kong Sar, Hong Kong View → CB Cathy Barnes Cathy Barnes Colleague at CouttsLondon, England, United Kingdom View → AC Adele Cotterill Adele Cotterill Colleague at CouttsBristol, England, United Kingdom View → IM Ioannis Mettas Ioannis Mettas Colleague at CouttsLondon, England, United Kingdom View →
1 education record

Jonathan Smith, Cfa education

FAQ

Frequently asked questions about Jonathan Smith, Cfa

Quick answers generated from the profile data available on this page.

What company does Jonathan Smith, Cfa work for?

Jonathan Smith, Cfa works for Coutts.

What is Jonathan Smith, Cfa's role at Coutts?

Jonathan Smith, Cfa is listed as Experienced Wealth Manager & Portfolio Specialist | Driving Sustainable Investment Strategies & Fund Research at Coutts.

What is Jonathan Smith, Cfa's email address?

AeroLeads has found 1 work email signal at @casterbridgewealth.co.uk for Jonathan Smith, Cfa at Coutts.

Where is Jonathan Smith, Cfa based?

Jonathan Smith, Cfa is based in London, England, United Kingdom while working with Coutts.

What companies has Jonathan Smith, Cfa worked for?

Jonathan Smith, Cfa has worked for Coutts, Casterbridge Wealth Investments, Casterbridge Wealth Limited, Hargreaves Lansdown, and Standard Life Investments.

Who are Jonathan Smith, Cfa's colleagues at Coutts?

Jonathan Smith, Cfa's colleagues at Coutts include Rachel Parkes, Nathan R., Victoria Coombes, Sam Tenny, and Steven Walker.

How can I contact Jonathan Smith, Cfa?

You can use AeroLeads to view verified contact signals for Jonathan Smith, Cfa at Coutts, including work email, phone, and LinkedIn data when available.

What schools did Jonathan Smith, Cfa attend?

Jonathan Smith, Cfa holds Business Management, Business, Management, Marketing, And Related Support Services, 1St Class Honours from University Of East Anglia.

What skills is Jonathan Smith, Cfa known for?

Jonathan Smith, Cfa is listed with skills including Analysis, Teamwork, Computer/Technical Literacy, Business Management, and Communication.

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