Robert Record Email & Phone Number

1 Angel Court, London Ec2R 7Hj

Independent financial adviser at leading City of London practice with £4bln of assets under advice and exceptionally strong parent, Seven Investment Management (7IM). Best-in-class advisory firm where advice can be truly independent, unconflicted and underpinned with sound financial planning, thereby allowing clients to achieve their financial freedom goals.Tasked to originate new clients to Partners Wealth Management, build a well diversified book of investment business and ancillary solutions accessed via its Private Office. Clients acquired through my personal & referral networks and targeted cold calling.

1 Churchill Place

Senior wealth manager in the Financial Institutions Group ("FIG") providing financial and wealth structuring advice to high net worth and ultra high net worth individuals/their family offices.Responsible for 75 key client relationships totaling £550m AUM and with associated revenues of £6.5m. The client book was well diversified over assets (cash/investments) & liabilities (mortgages/portfolio finance). I was tasked, by the UK ring-fenced business, to originate new 'cold' clients to the bank and to manage the existing portfolio of clients.

Private Banker to HNW clients, starting my career in the Affluent Team before moving over to help set-up and shape the Financial Institutions Group ("FIG") proposition.

Working with an established Client Advisor to provide financial advice to a portfolio of clients and to help originate new business.

Assistant to the Head of the UK resident non-domiciled desk. Team made up of seven client advisors and clients from all parts of the world.

Worked in the back office focussing on reconciliations and trade settlements.

Education record

Education record