Simon Boyle

Simon Boyle Email and Phone Number

Specializing in providing Structured Product solutions from Top Tier Investment Banks to accounts globally. @ Portman Associates LLP
london, greater london, united kingdom
Simon Boyle's Location
United Kingdom, United Kingdom
Simon Boyle's Contact Details

Simon Boyle work email

Simon Boyle personal email

n/a
About Simon Boyle

I've been working in the offshore financial services sector since 2014 when I left the UK to join St James's Place Asia in Hong Kong.Since 2016 I have been working as a Business Development Manager, initially with a focus on SE Asia but now I look after accounts globally for Portman Associates and these range from Wealth Managers, Financial Advisors, Family Offices through to our Institutional Investors.I look to work closely with my accounts, providing regular market updates, relevant product information and ideas on sales and marketing. I look to add value where I can to help increase sales and revenue.I'm looking to continue to build my network and to connect with fellow professionals in this sector.

Simon Boyle's Current Company Details
Portman Associates LLP

Portman Associates Llp

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Specializing in providing Structured Product solutions from Top Tier Investment Banks to accounts globally.
london, greater london, united kingdom
Employees:
10
Simon Boyle Work Experience Details
  • Portman Associates Llp
    Business Development Manager
    Portman Associates Llp Jul 2021 - Present
    Se Asia
    Business Development Manager at Portman Associates, a leading global distributor of Structured Products and Funds from Top Tier Investment Banks throughout Europe, Middle East, Asia & South America.Our long term partnerships with our banking partners allow us to offer Structured Products that deliver security, safety and return to Wealth Managers, Private Banks, Family Houses, IFA's and their clients.We have a track record of successfully delivering returns. Working with the… Show more Business Development Manager at Portman Associates, a leading global distributor of Structured Products and Funds from Top Tier Investment Banks throughout Europe, Middle East, Asia & South America.Our long term partnerships with our banking partners allow us to offer Structured Products that deliver security, safety and return to Wealth Managers, Private Banks, Family Houses, IFA's and their clients.We have a track record of successfully delivering returns. Working with the large research resources of banks such as Commerzbank, BNP, RBC, Nomura and Citi allows us to create and distribute Structured Products that consistently perform. Show less
  • Castlestone Management
    Business Development Manager
    Castlestone Management Sep 2020 - Present
    Castlestone Management are an independently owned asset management company that provides investment advisory services based on foresight, appropriateness and with the aim of meeting the long-term investment objectives of investors.This is consistent with our aim to provide funds that are unleveraged, completely transparent, simple to understand and only hold liquid investments. Our range of funds have unique strengths, created to meet specific needs of investors and allow portfolio… Show more Castlestone Management are an independently owned asset management company that provides investment advisory services based on foresight, appropriateness and with the aim of meeting the long-term investment objectives of investors.This is consistent with our aim to provide funds that are unleveraged, completely transparent, simple to understand and only hold liquid investments. Our range of funds have unique strengths, created to meet specific needs of investors and allow portfolio diversity. Whether your target is long term stability, or targeted exposure to certain asset classes, our fund range and services aim to deliver long-term results for both intermediaries and their clients. Show less
  • Seare Co., Ltd
    Business Development Manager
    Seare Co., Ltd Mar 2016 - Dec 2019
    Thailand
    SEARE was founded with the vision of helping Asian business transition towards a more sustainable energy future in both renewable energy and energy efficiency.Technology advances are opening up a new market. Renewable energy and energy efficiency is resulting in significant energy security, climate change mitigation with economic benefits.
  • St. James'S Place Wealth Management Group
    Associate Partner
    St. James'S Place Wealth Management Group 2014 - 2016
    Hong Kong
    St. James’s Place is one of the largest wealth management companies serving the expatriate community living and/or working in Asia, with offices in Hong Kong, Shanghai and Singapore.
  • Hsbc Retail Banking And Wealth Management
    Financial Adviser
    Hsbc Retail Banking And Wealth Management 2006 - 2013
    Bournemouth, United Kingdom
  • Scottish Provident
    Account Manager
    Scottish Provident Apr 2004 - Feb 2006
    Reading, United Kingdom
  • Prudential Assurance
    Key Account Manager
    Prudential Assurance Aug 1999 - Feb 2003
    Reading, United Kingdom

Simon Boyle Skills

Financial Planning Life Insurance Retirement Planning Wealth Management Investments Exit Strategies Financial Services Offshore Services Key Person Protection Holistic Financial Planning Financial Analysis Alternative Investments Protection Investment Advisory Investment Strategies Investment Management Wealth Preservation Critical Illness Education Fees Planning Pensions General Insurance Income Protection Financial Advisory Finance Insurance Business Development Renewable Energy Solar Energy Solar Pv Energy Efficiency

Frequently Asked Questions about Simon Boyle

What company does Simon Boyle work for?

Simon Boyle works for Portman Associates Llp

What is Simon Boyle's role at the current company?

Simon Boyle's current role is Specializing in providing Structured Product solutions from Top Tier Investment Banks to accounts globally..

What is Simon Boyle's email address?

Simon Boyle's email address is si****@****tes.com

What skills is Simon Boyle known for?

Simon Boyle has skills like Financial Planning, Life Insurance, Retirement Planning, Wealth Management, Investments, Exit Strategies, Financial Services, Offshore Services, Key Person Protection, Holistic Financial Planning, Financial Analysis, Alternative Investments.

Who are Simon Boyle's colleagues?

Simon Boyle's colleagues are Rod Burns, Pearse Hughes, Barnard Portman.

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