Paul Gubby Email & Phone Number

20 St Andrew Street, London. EC4A 3AG

I am a Partner at Partners Wealth Management which is the largest IFA in London which enables me to serve my clients with the freedom & deep personal care that only being an IFA with a fully formed proposition can give.Partners Wealth Management specialises in formulating and delivering bespoke financial planning and wealth management strategy solutions to.

5 Broadgate, London. EC2M 2QS

• Established and managed a portfolio of Ultra high-net-worth and high-net-worth individuals, specialising in UK resident and domiciled clients with complex and demanding personal and financial objectives. Provided.
• Collaborated with colleagues in Financial and Wealth Planning, regulated Mortgage and Philanthropy teams to deliver appropriate tax efficient solutions to clients.
• Managed a portfolio of 20 clients and £110 million in investments, sourced and onboarded new clients and worked in partnership with colleagues to enhance and develop existing and established client relationships.
• Developed and supported assistants in their career progression by holding effective career discussions and organising job shadowing and supporting them to hold client meetings.
• Created a focused list of prospective clients from networking and previous work to identify future opportunities for wealth management and maintaining regular dialogue.

440 Strand

• Managed a portfolio of Ultra high-net-worth and high-net-worth individuals, consistently growing income and assets on an annual basis. Leveraged existing and new client relationships as a trusted adviser through the.
• Managed portfolio’s and investments generating total income £4.2m from provision AUM’s of Lending £108m, Deposit £143m, Investment £151m in 2017. Acknowledged as one of the top 3 Private Bankers across the whole of.

City Of London

• Managed a large portfolio of clients, many of whom were Banking only clients and successfully grew the quality of the book through client acquisition and becoming a Trusted Adviser to the high-net-worth clients.
• Streamlined and identified key clients to focus on their personal and financial objectives and generated further opportunities to deliver suitable advice and solutions.
• Established deep relationships with the key clients to deliver profitable growth in AUM’s to develop their financial requirements over a prolonged period of time.
• Worked with senior colleagues to develop career and passed on the knowledge by acting as a role model to junior colleagues to assist them with their career aspirations and development.
• Obtained further qualifications in line with industry changes and requirements to continue to provide suitable professional advice in a compliant manner.

City Of London

• Assisted and deputised for a Senior Private Banker, managed a portfolio of high-net-worth individuals providing Banking, Lending, Investment and Financial Services products.
• Increased income on average at an annualised rate of 40% through direct support to both colleagues and clients to enable sustainable business growth.
• Developed personal knowledge and skills from on-the-job training and collaborating with immediate colleagues and wider teams.
• Established external Networks with key stakeholders for personal and professional development.

Bishopsgate, London

Responsible for assisting and deputising for two Client Relationship Managers and a Senior Client Manager establishing and enhancing relationships within a portfolio of high net worth individuals through the provision of Banking, Lending, Investment and Financial Services. Duties included the completion and management of new and existing Loan Security.

Lombard Street, London

Dealing with clients day to day banking requirements, including sterling and foreign transactions, new business, probate, fraud, all types of deposit accounts, bank and interest charges and responding to clients queries and providing information.

Lombard Street, London

General clerical duties in the Services which included credit, in debit and Town clearing, BACS, processing unpaid cheques, processing of cheques and credits received on a day to day basis, ordering and despatching cheque books and dealing with Inward CHAPS.

Private Client Investment Advice And Management, Level 6 Certificate In Private Client Investment Advice And Management, Pass

Chartered Institute Of Bankers, Level 3 Certificate In Mortgage Advice & Practice (Cemap), Merit Pass

Investment Advice Certificate I, Ii And Iii

IAC I, II and III - all papers passed - Level 4 qualified

Associates Of The Chartered Institute Of Bankers, Finance And Financial Management Services

ACIB - Business Calculations, Business Communications, The Business of Banking, Supervisory Skills and Introduction to Accounting

O Level In Maths And Gcse'S In Maths, English, Geography, History, French, Photography And Pe

Activities and Societies: Previously Cub, Scout and Venture Scout with 3rd Dartford Scout Group from the age of 7 to 21, achieving the.

Education record