Matt Collis

Matt Collis Email and Phone Number

Executive Director (SMF3) @ WealthKernel
Padstow, GB
Matt Collis's Location
Padstow, England, United Kingdom, United Kingdom
Matt Collis's Contact Details

Matt Collis personal email

n/a
About Matt Collis

Matt Collis is a Executive Director (SMF3) at WealthKernel. He possess expertise in equities, asset management, investments, hedge funds, financial services and 43 more skills.

Matt Collis's Current Company Details
WealthKernel

Wealthkernel

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Executive Director (SMF3)
Padstow, GB
Website:
wealthkernel.com
Employees:
44
Matt Collis Work Experience Details
  • Wealthkernel
    Executive Director (Smf3)
    Wealthkernel
    Padstow, Gb
  • Wealthkernel
    Chief Revenue Officer (Cro)
    Wealthkernel Aug 2024 - Present
    London Area, United Kingdom
    CRO and member of the Executive Committee @ WealthKernel.WealthKernel specializes in providing investment, savings, and wealth infrastructure solutions tailored to businesses seeking flexibility, affordability, and innovation.Our platform offers easily integrable investment infrastructure via API, enabling companies to deliver digital wealth and investment services seamlessly. Whether it's ISAs, GIAs, or SIPPs, we empower clients to swiftly introduce financial products to their… Show more CRO and member of the Executive Committee @ WealthKernel.WealthKernel specializes in providing investment, savings, and wealth infrastructure solutions tailored to businesses seeking flexibility, affordability, and innovation.Our platform offers easily integrable investment infrastructure via API, enabling companies to deliver digital wealth and investment services seamlessly. Whether it's ISAs, GIAs, or SIPPs, we empower clients to swiftly introduce financial products to their retail customer base. Embracing a modular approach, our system allows for customizable integration, giving businesses the freedom to adopt as much or as little of our infrastructure as they require.We deliver vertically integrated infrastructure, encompassing client onboarding, brokerage, trading (including fractional), custody / CASS, and portfolio management capabilities. With WealthKernel, businesses can optimize their offerings with comprehensive and adaptable financial solutions. Show less
  • Wealthkernel
    Head Of Wealth Solutions
    Wealthkernel Mar 2024 - Aug 2024
    London Area, United Kingdom
    WealthKernel specializes in providing investment, savings, and wealth infrastructure solutions tailored to businesses seeking flexibility, affordability, and innovation.Our platform offers easily integrable investment infrastructure via API, enabling companies to deliver digital wealth and investment services seamlessly. Whether it's ISAs, GIAs, or SIPPs, we empower clients to swiftly introduce financial products to their retail customer base. Embracing a modular approach, our system… Show more WealthKernel specializes in providing investment, savings, and wealth infrastructure solutions tailored to businesses seeking flexibility, affordability, and innovation.Our platform offers easily integrable investment infrastructure via API, enabling companies to deliver digital wealth and investment services seamlessly. Whether it's ISAs, GIAs, or SIPPs, we empower clients to swiftly introduce financial products to their retail customer base. Embracing a modular approach, our system allows for customizable integration, giving businesses the freedom to adopt as much or as little of our infrastructure as they require.We deliver vertically integrated infrastructure, encompassing client onboarding, brokerage, trading (including fractional), custody / CASS, and portfolio management capabilities. With WealthKernel, businesses can optimize their offerings with comprehensive and adaptable financial solutions. Show less
  • Hm Coastguard
    Hm Coastguard Search & Rescue / Oic
    Hm Coastguard May 2018 - Present
    Padstow, England, United Kingdom
    HM Coastguard Search & Rescue Team. Qualified Officer in Charge (OIC) and OICX / Team Leader for Search Operations. Specialist Operator in Rope & Water Rescue, Helicopter Operations, and CERCC qualified for Casualty Care (Trauma & Medical).
  • Self-Employed
    Strategic Advisor (Smf3 Roles)
    Self-Employed Aug 2014 - Mar 2024
    London Area, United Kingdom
    Providing strategic advice and associated services (including co-opted Board Membership) to clients in the wealth management, private banking, fund management and investment banking sectors. I supported a number of client organizations at the SMF level, and maintained my CF30 accreditation.
  • Rbc Brewin Dolphin
    Chief Executive Officer - Stocktrade (Smf1 / Cf30)
    Rbc Brewin Dolphin Jan 2010 - Aug 2014
  • Rbc Brewin Dolphin
    Executive Board Member (Smf3 / Cf30)
    Rbc Brewin Dolphin May 2008 - Aug 2014
    London Area, United Kingdom
    Various C Suite Level Roles including COO, COS & Group Head of Trading,
  • Rbc Brewin Dolphin
    Managing Director - Channel Islands (Smf3 / Cf30)
    Rbc Brewin Dolphin Mar 2010 - Jul 2012
    Jersey
  • Rbc Brewin Dolphin
    Director - Head Of Trading (Investment Banking) (Smf18 / Cf30)
    Rbc Brewin Dolphin May 2006 - May 2008
  • Rbc Brewin Dolphin
    Director Investment Banking (Smf18 / Cf30)
    Rbc Brewin Dolphin Oct 2001 - Jun 2006
    London Area, United Kingdom
    Specialist Sales Trading / Hedge Fund
  • Old Mutual Limited
    Director Investment Banking (Cf30)
    Old Mutual Limited Jul 1999 - Oct 2001
    London Area, United Kingdom
    Investment Banking
  • Barclays Wealth Management
    Portfolio Manager (Cf30)
    Barclays Wealth Management Jul 1996 - Jun 1999
    Birmingham, England, United Kingdom

Matt Collis Skills

Equities Asset Management Investments Hedge Funds Financial Services Portfolio Management Trading Wealth Management Financial Markets Investment Banking Finance Investment Management Risk Management Equity Trading Strategy Business Relationship Management Asset Managment Securities Fixed Income Investment Strategies Crm Venture Capital Business Development Capital Markets Trading Systems Public Speaking Middle Office Corporate Finance Private Banking Proprietary Trading Alternative Investments Etfs Management Corporate Law Corporate Governance Leadership Legal Issues M&a Analysis Research Data Analysis Operational Planning Decision Making Decision Modeling Game Theory Applied Behavior Analysis Threat Assessment Threat Modeling Data Acquisition

Matt Collis Education Details

Frequently Asked Questions about Matt Collis

What company does Matt Collis work for?

Matt Collis works for Wealthkernel

What is Matt Collis's role at the current company?

Matt Collis's current role is Executive Director (SMF3).

What is Matt Collis's email address?

Matt Collis's email address is ma****@****n.co.uk

What schools did Matt Collis attend?

Matt Collis attended The University Of Law, University Of Bristol Law School.

What are some of Matt Collis's interests?

Matt Collis has interest in Behavioural Economics, Trap Shooting, Economic Empowerment, Formula 1, Education, Environment, Disruptive Technology, Classical Piano, Human Rights, Animal Welfare.

What skills is Matt Collis known for?

Matt Collis has skills like Equities, Asset Management, Investments, Hedge Funds, Financial Services, Portfolio Management, Trading, Wealth Management, Financial Markets, Investment Banking, Finance, Investment Management.

Who are Matt Collis's colleagues?

Matt Collis's colleagues are Terry Fergusson - Mba, Dip(Comp) Fica, Megha B., Andrei Pisarev, Crystal Blakely, Suyash Sharma, Tayna Marabin, Gailena Jacinth.

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