Sameer Gurung, Msc, Chartered Mcsi

Sameer Gurung, Msc, Chartered Mcsi Email and Phone Number

Head of Advisory G and D @ Eight Wealth Management Ltd
London, England, GB
Sameer Gurung, Msc, Chartered Mcsi's Location
London Area, United Kingdom, United Kingdom
About Sameer Gurung, Msc, Chartered Mcsi

At Eight, I apply 18 years of experience in the investment and wealth management industry to lead and oversee a team of advisers.I am passionate about driving adviser growth and development and ensuring our team meets and exceeds individual and collective targets. My focus on fostering cross-functional relationships helps me deliver on our strategic sales objectives and achieve results. As we continue to grow at Eight, we aim to expand our adviser base and further strengthen our team's capabilities. We support new advisers and help them develop and thrive in our dynamic environment. By building a robust team of dedicated professionals, we aim to enhance our service offerings and deliver exceptional value to our clients. If you are interested in joining a forward-thinking organisation dedicated to professional growth and excellence, connect with us and explore the opportunities at Eight Wealth Management.

Sameer Gurung, Msc, Chartered Mcsi's Current Company Details
Eight Wealth Management Ltd

Eight Wealth Management Ltd

View
Head of Advisory G and D
London, England, GB
Employees:
5
Sameer Gurung, Msc, Chartered Mcsi Work Experience Details
  • Eight Wealth Management Ltd
    Head Of Advisory G And D
    Eight Wealth Management Ltd
    London, England, Gb
  • Eight Wealth Management Ltd
    Head Of Advisory G&D
    Eight Wealth Management Ltd Jun 2024 - Present
    United Kingdom
    Responsible for leading and managing our adviser community to deliver high performance outcomes to our clients, delivering against objectives and KPIs, as well as operating with high levels of collaboration and engagement.
  • The Penny Group
    Financial Planning Manager
    The Penny Group Jan 2024 - Jun 2024
    London Area, United Kingdom
    Responsible for growth and development of Financial Planners. Supporting them with onboarding new business, and the on-going servicing/retention.
  • Moneyfarm
    Head Of Investment Consultants - M&G Wealth
    Moneyfarm Nov 2022 - Dec 2023
    London, England, United Kingdom
    Managed and lead a team of investment consultants for the discretionary portfolio management offering powered by M&G Wealth.Managed team's target, execution and delivering of the projects. Worked closely with key stakeholders and the wider business team to maintain and optimise our target operating model, and deliver the highest level of client outcomes and satisfaction by combining best practices from the traditional advisory model, and the newer digital and analytics capabilities.
  • Fidelity International
    Senior Wealth Manager
    Fidelity International Oct 2019 - Nov 2022
    London, England, United Kingdom
    Managed portfolios of our largest Wealth clients which included HNW/UHNW individuals, corporate accounts and trusts, and entailed servicing of larger and more complex portfolios.
  • Cadogan Asset Management Limited
    Senior Investment Manager/Head Of Bdm
    Cadogan Asset Management Limited Jun 2016 - Sep 2019
  • Beta 2 Limted
    Investment Adviser
    Beta 2 Limted Nov 2009 - Apr 2016
    London, England, United Kingdom
    CF30

Sameer Gurung, Msc, Chartered Mcsi Education Details

Frequently Asked Questions about Sameer Gurung, Msc, Chartered Mcsi

What company does Sameer Gurung, Msc, Chartered Mcsi work for?

Sameer Gurung, Msc, Chartered Mcsi works for Eight Wealth Management Ltd

What is Sameer Gurung, Msc, Chartered Mcsi's role at the current company?

Sameer Gurung, Msc, Chartered Mcsi's current role is Head of Advisory G and D.

What schools did Sameer Gurung, Msc, Chartered Mcsi attend?

Sameer Gurung, Msc, Chartered Mcsi attended Bayes Business School, The Chartered Institute For Securities & Investment (The Cisi), The Chartered Institute For Securities & Investment (The Cisi), The Chartered Institute For Securities & Investment (The Cisi), Duke Of York's S Royal Military School.

Who are Sameer Gurung, Msc, Chartered Mcsi's colleagues?

Sameer Gurung, Msc, Chartered Mcsi's colleagues are Timothy Blackmore, Michael Gadsden, Benjamin Manktelow, Rob Heath Dippfs, Sara Pountney, Sam Cleeve, Emma Chandler.

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