Ron Odedra, Chartered Mcsi Email & Phone Number

United Kingdom

Rothschild & Co provide a comprehensive range of Wealth Management services to some of the world’s wealthiest and most successful families, entrepreneurs, foundations and charities. With over 650 Wealth Management professionals and an extensive network across the other businesses that make up the Rothschild & Co group, we have unparalleled scale, intellectual capital and resources to deliver outstanding client service coupled with impressive portfolio returns.

Mayfair, London

During my time as a qualified Investment Adviser I was primarily responsible for:• Conducting comprehensive reviews of clients’ portfolios, financial circumstances and future goals in order to provide bespoke asset allocations strategies based on risk-profiling and objectives. • Regularly meeting with fund managers to discuss their strategies, performance and outlook to convey to clients. • Reviewing and monitoring accounts to ensure compliance with company policies and regulatory requirements. • Providing guidance and advice on retirement options, pension portfolios and tax mitigation strategies. • Training and mentoring graduate investment advisers on the range of investment vehicles and internal systems.

Mayfair, London

Tilney is an Independent Wealth Management and Investment Advice company based in Mayfair, and is appointed on over £20 billion of assets. As a relationship manager, my role focused on the growth of the business, with the aims of establishing relationships with new clients as well as identifying and securing further business opportunities within the existing client base. As such, my responsibilities included:• Meeting clients to identify and advise on appropriate investment services and their relative suitability.• Coordinating marketing campaigns to engage prospective clients and develop the company proposition. • Help organize and attend investment seminars at the London Stock Exchange for existing and new clients to meet fund managers and promote the wider services the company could provide. • To work closely with other departments to maximize referrals and follow up such leads generated, ensuring their successful conversion into business opportunities through proactive communication. • Build and maintain long-standing client relationships based on mutual trust and successfully complete industry level exams to uphold my professionalism and commercial awareness.