Joss Mitchell Email & Phone Number

Edinburgh, Gb

Edinburgh, Scotland, United Kingdom

London, England, United Kingdom

1762 from RBC Brewin Dolphin focuses on the vitally important wealth advisory aspect of ones wealth, rather than just the investment strategy to be adopted. Ensuring that the tax efficiency of your wealth is maximised, that you and your family or employees are sufficiently protected and also developing a wealth plan specific to you that is both realistic and achieveable and ultimately will allow you financial independence in the long term. Too much time is spent looking at the end result, ie an investment strategy, whilst the most important element of ones "wealth plan" - the tax efficiency, structure or end goal is often overlooked or certainly not given enought time for consideration. The entrepreneurs and executives that we work with spend far more time planning for their wealth and all the associated aspects of the "plan" before considering what investments to use. And once a strategy is in place, there is an active and ongoing discussion to always ensure that the "wealth plan" remains relevant to the client and their family.A huge part of what we offer is not financial, but general advice or introductions to those who are specialists in their field. This could be tax, legal, offshore or onshore, art, property, fine art, wine - the list goes on. All of these are part of your overall wealth and as such it is important that we work with you in ensuring that you have the best chance of navigating whatever the markets or geo-political environment throws at you.If you think we can be of help, please contact me directly.

London, United Kingdom

8 Finsbury Circus, London

London / Edinburgh

Kleinwort Benson has advised individuals, their families and business for over 200 years and in recent times has undergone some significant changes. We are now well on the way to becoming not only one of the best capitalised Private Banking Groups / Wealth Managers in Europe, but also being truly independent has allowed our Private Merchant Banking capabilities to flourish. Our 100% focus upon Private Clients and their personal and commercial banking and wealth management requirements allows us to standout in a crowded marketplace. Our ability also to work actively with our Private Merchant Bank enables us to remain completely relevant to our clients throughout any business cycle.My role as an Executive Director is one of a relationship manager ensuring that my clients are receiving the correct guidance and attention at all times, be it in areas such as cash management, Investment Management, lending or structural work.

London, United Kingdom

Responsible for the development of Citi Private Bank's UK business development activities within the UHNW marketplace.

London / Edinburgh

During my time with HSBC Private Bank I spent time focusing on business development internally via HSBC Investments, External Business Development with HSBC Private Bank in London and laterly in developing and setting up HSBC Private Bank's Scottish office in Edinburgh as Regional Director. Throughout this time I was directly involved in client management and acquisition.

London, United Kingdom

Education record

Education record