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Shane Bennett Chartered Fcsi is listed as Head of Investment Strategy at Walker Crips at Walker Crips, a company with 179 employees, based in Exeter, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Shane Bennett Chartered Fcsi.
Shane Bennett Chartered Fcsi previously worked as Head of Investment Strategy at Walker Crips and Group Investment Specialist at Amber River. Shane Bennett Chartered Fcsi holds Ba (Hons), International Financial Services, 1St Class Honours from University Of Plymouth.
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Shane Bennett Chartered Fcsi is a Head of Investment Strategy at Walker Crips at Walker Crips. He possess expertise in wealth management, portfolio management, financial modeling, financial advisory, investment strategies and 10 more skills. Colleagues describe him as "I had the pleasure of working with Shane during his studying time at the University of Plymouth. Shane was an enormous help in the development of a training workshop for the Board of Plymouth Community Homes on Risk Management. Thorough research and presentation skills were clearly demonstrated by Shane throughout the project. Shane went out of his way to ensure that everything was completed in a timely and professional manner. Shane would be an asset to any professional organisation and… Show more" and "Shane is a bright, professional and hard working individual. He has done very well at University - showing both academic ability and strong social skills. I recommend Shane highly."
Listed skills include Wealth Management, Portfolio Management, Financial Modeling, Financial Advisory, and 11 others.
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Within my Senior Investment Manager role, I manage and advise on a variety of investment portfolios for clients across the South West, based in the Truro office. This includes client reviews and constantly working to ensure client portfolios remain suitably invested in accordance with their specific personal circumstances, risk profile and aims &.
My primary role was to assist with the design, development and implementation of the group investment proposition providing expert knowledge on all investment-related issues, producing research and thought leadership on a variety of topics. I also supported the group investment governance framework, constructing risk parameters and monitoring investment.
Exeter, United Kingdom
Citywire Article: https://tinyurl.com/y78t5458
Exeter, United Kingdom
Within my role I undertook various qualitative and quantitative techniques to analyse a wide range of investment products for advisory and discretionary clients. This was on a ‘whole of market’ basis, covering core asset classes including cash, fixed interest, property, equities and alternatives within multiple investment vehicles including predominately.
Exeter, United Kingdom
As part of my degree course, I worked a placement year at the company in between my second and third year at university. My role was similar to my subsequent role with a greater focus on market and fund research as opposed to discretionary portfolio management.New Model Adviser article: http://tinyurl.com/mvasscd
Other employees you can reach at wcgplc.co.uk. View company contacts for 179 employees →
Russell Dobbs
Colleague at Walker CripsWoolton Hill, England, United Kingdom, United Kingdom
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Shirley Davies
Colleague at Walker CripsBromley, England, United Kingdom, United Kingdom
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Andrew Baah
Colleague at Walker CripsLondon Area, United Kingdom, United Kingdom
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Ryan Penhale
Colleague at Walker CripsUnited Kingdom, United Kingdom
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Tom Stevens
Colleague at Walker CripsBirmingham, England, United Kingdom, United Kingdom
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Daniel Jacobs
Colleague at Walker CripsGreater London, England, United Kingdom, United Kingdom
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John Eden
Colleague at Walker CripsUnited Kingdom, United Kingdom
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Craig Harrison
Colleague at Walker CripsBurgess Hill, England, United Kingdom, United Kingdom
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Billy Jarvis
Colleague at Walker CripsGreater London, England, United Kingdom, United Kingdom
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Stephen Thompson
Colleague at Walker CripsGreater London, England, United Kingdom, United Kingdom
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Activities and Societies: University of Plymouth Rowing Club Modules - Financial Research Methods - Investment Management - Risk.
A-Levels (A-C) - Business Studies - ICT - Media Studies - 11 GCSE’s (A-C) Inc English and Maths
Quick answers generated from the profile data available on this page.
Shane Bennett Chartered Fcsi works for Walker Crips.
Shane Bennett Chartered Fcsi is listed as Head of Investment Strategy at Walker Crips at Walker Crips.
Shane Bennett Chartered Fcsi is based in Exeter, England, United Kingdom while working with Walker Crips.
Shane Bennett Chartered Fcsi has worked for Walker Crips, Amber River, and Cathedral Financial Management Ltd.
Shane Bennett Chartered Fcsi's colleagues at Walker Crips include Russell Dobbs, Shirley Davies, Andrew Baah, Ryan Penhale, and Tom Stevens.
You can use AeroLeads to view verified contact signals for Shane Bennett Chartered Fcsi at Walker Crips, including work email, phone, and LinkedIn data when available.
Shane Bennett Chartered Fcsi holds Ba (Hons), International Financial Services, 1St Class Honours from University Of Plymouth.
Shane Bennett Chartered Fcsi is listed with skills including Wealth Management, Portfolio Management, Financial Modeling, Financial Advisory, Investment Strategies, Portfolio Optimization, Investments, and Risk Management.
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