Advisor
Current
Aug 2024 - Present
AeroLeads people directory · profile
Simon Putt Email & Phone Number
Helping people help themselves with their money
at
Alexander Peter Wealth Management
1 work email found
@alrajhi-capital.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Helping people help themselves with their money
Location
United Kingdom, United Kingdom, United Kingdom
Who is Simon Putt? Overview
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Quick answer
Simon Putt is listed as Helping people help themselves with their money at Alexander Peter Wealth Management, based in United Kingdom, United Kingdom, United Kingdom. AeroLeads shows a work email signal at alrajhi-capital.com and a matched LinkedIn profile for Simon Putt.
Simon Putt previously worked as Advisor at Alexander Peter Wealth Management and Financial Advisor at Amerity Wealth Management, Llc. Simon Putt holds Master Of Arts (Ma), Classics from University Of Oxford.
Company email context
Email format at Alexander Peter Wealth Management
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{last}{first_initial}@alrajhi-capital.com
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Profile bio
About Simon Putt
Holistic financial advisor with a goal of helping people become financially stronger, better protected and working towards their long-term targets. Focus on retirement planning in the United States.Over 30 years of experience in the financial services industry, having worked in the City of London, the Arabian Gulf and the USA.Licensed Investment Advisor Representative and Retirement Income Certified Professional in the US. Licensed to help on insurance and annuity solutions in the US. Level 4 qualified with the Chartered Institute of Securities and Investments in the UK, and also an Associate Member of the Chartered Insurance Institute in the UK.Working with clients from a wide range of nationalities and industries inside and outside the US. With Amerity Wealth Management I am able to provide a holistic and analytical service that covers both wealth management (including pension solutions) and retirement planning.Simple philosophy, to be the kind of advisor for my clients that I would have wanted for myself. This means taking the time to learn the individual's story, understanding the goals and the priorities, and looking to add the value only where the value can be added. Consistency, transparency and availability of communication with my clients are core principles.
Listed skills include Capital Markets, Investment Banking, Corporate Finance, Fixed Income, and 20 others.
Current workplace
Simon Putt's current company
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13 roles
Simon Putt work experience
A career timeline built from the work history available for this profile.
Financial Advisor
CurrentHolistic financial planning for US residents and US nationals abroad
Oct 2023 - Present
Senior Financial Advisor
Providing financial advice and planning solutions for residents across the United States. Holistic and analytical approach to helping people identify and achieve their goals.
Aug 2020 - Sep 2023
Senior Financial Planner
Providing financial advice and solutions for US nationals and connected individuals who are living outside the US, making sure that we keep them aligned with US domestic considerations.
Aug 2020 - Sep 2023
Partner, Executive Wealth Manager
Working with clients inside and outside the UAE so that they remain one step ahead of their financial requirements. It's all in the planning, and making sure that those plans are tailored to meet the client's situation.
May 2017 - Aug 2020
Senior Wealth Manager
Working with expat individuals from a range of nationalities and industries, to help them have the planning that will both protect and grow their finances.
Apr 2015 - May 2017
Head Of Debt Capital Markets
Project to set up a dedicated Debt Capital Market platform at the largest bank in Saudi Arabia and the largest private Islamic financial institution in the world.
Apr 2014 - Nov 2014
Head Of Debt Capital Markets, Mena
Headed the Debt Capital Market team covering the Middle East, North Africa and Turkey. Originated and oversaw the execution of new bond issues from Governments, corporates and financial institutions across the target regions.
Sep 2009 - Apr 2014
Head Of Debt Capital Markets, Middle East
Recruited to base the bank's Debt Capital Market offering for the Middle East in the region itself. Managed a team which originated and oversaw the execution of transactions from Governments and corporates in the region.
Feb 2008 - Jun 2009
Director, Debt Capital Markets (Me)
Seconded to Dubai to set up and manage HSBC's Debt Capital Market business for the Middle East. This involved building a team of 4, with the responsibility of originating and managing the execution of new bond and Sukuk issues from Governments, corporates and financial institutions across the Middle East, North Africa, Turkey and Pakistan.From a standing.
Mar 2004 - Oct 2007
Director, Debt Origination
Following the acquisition of CCF by HSBC, I set up and ran the bank's first ever dedicated EMEA Debt Capital Market offering. Origination of new business across Eastern Europe, the Middle East and Africa.
Aug 2000 - Feb 2004
Assistant Director
Headed the EMEA Debt Origination business, to win and lead the execution of new bond issuance business from sovereigns, corporates and financial institutions across Eastern Europe, Middle East and Africa.
Dec 1998 - Aug 2000
Associate Director, Debt Origination Group
Daiwa Europe Limited
Started as an Associate in the Debt Syndication team, supporting the pricing and launch of new bond issues by high grade issuers from around the world.Switched to the EMEA Debt Origination Group, supporting the origination of new issues from Eastern Europe and Africa. Eventually took on responsibility for my own clients and originated my first new issues.
Sep 1993 - Oct 1998
2 education records
Simon Putt education
Master Of Arts (Ma), Classics
University Of Oxford
Postgraduate Diploma, World Politics
The London School Of Economics And Political Science (Lse)
FAQ
Frequently asked questions about Simon Putt
Quick answers generated from the profile data available on this page.
What company does Simon Putt work for?
Simon Putt works for Alexander Peter Wealth Management.
What is Simon Putt's role at Alexander Peter Wealth Management?
Simon Putt is listed as Helping people help themselves with their money at Alexander Peter Wealth Management.
What is Simon Putt's email address?
AeroLeads has found 1 work email signal at @alrajhi-capital.com for Simon Putt at Alexander Peter Wealth Management.
Where is Simon Putt based?
Simon Putt is based in United Kingdom, United Kingdom, United Kingdom while working with Alexander Peter Wealth Management.
What companies has Simon Putt worked for?
Simon Putt has worked for Alexander Peter Wealth Management, Amerity Wealth Management, Llc, Skybound Wealth Management Usa Llc, Skybound Wealth Management, and Finsbury Associates.
How can I contact Simon Putt?
You can use AeroLeads to view verified contact signals for Simon Putt at Alexander Peter Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Simon Putt attend?
Simon Putt holds Master Of Arts (Ma), Classics from University Of Oxford.
What skills is Simon Putt known for?
Simon Putt is listed with skills including Capital Markets, Investment Banking, Corporate Finance, Fixed Income, Financial Institutions, Derivatives, Investments, and Business Strategy.
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