Sameer Gurung, Msc, Chartered Mcsi Email and Phone Number
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.
Eight Wealth Management Ltd
View- Website:
- eightwealthmanagement.co.uk
- Employees:
- 5
-
Head Of Advisory G And DEight Wealth Management LtdLondon, England, Gb -
Head Of Advisory G&DEight Wealth Management Ltd Jun 2024 - PresentUnited KingdomResponsible 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. -
Financial Planning ManagerThe Penny Group Jan 2024 - Jun 2024London Area, United KingdomResponsible for growth and development of Financial Planners. Supporting them with onboarding new business, and the on-going servicing/retention. -
Head Of Investment Consultants - M&G WealthMoneyfarm Nov 2022 - Dec 2023London, England, United KingdomManaged 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. -
Senior Wealth ManagerFidelity International Oct 2019 - Nov 2022London, England, United KingdomManaged portfolios of our largest Wealth clients which included HNW/UHNW individuals, corporate accounts and trusts, and entailed servicing of larger and more complex portfolios. -
Senior Investment Manager/Head Of BdmCadogan Asset Management Limited Jun 2016 - Sep 2019 -
Investment AdviserBeta 2 Limted Nov 2009 - Apr 2016London, England, United KingdomCF30
Sameer Gurung, Msc, Chartered Mcsi Education Details
-
Msc Finance And Investment -
Duke Of York'S S Royal Military School
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.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial