Stephen Mann

Stephen Mann Email and Phone Number

Director of Investments (Head of Investment Specialists) Schroders personal wealth @ Schroders Personal Wealth
london, greater london, united kingdom
Stephen Mann's Location
Buckinghamshire, England, United Kingdom, United Kingdom
Stephen Mann's Contact Details

Stephen Mann personal email

n/a
About Stephen Mann

I hold the CISI Investment Advice Diploma (Securities) and the Registered Representatives examination .

Stephen Mann's Current Company Details
Schroders Personal Wealth

Schroders Personal Wealth

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Director of Investments (Head of Investment Specialists) Schroders personal wealth
london, greater london, united kingdom
Website:
spw.com
Employees:
624
Stephen Mann Work Experience Details
  • Schroders Personal Wealth
    Director Of Investments
    Schroders Personal Wealth May 2024 - Present
    London Area, United Kingdom
  • Schroders Personal Wealth
    Head Of Investment Specialists
    Schroders Personal Wealth Oct 2021 - Present
    London, England, United Kingdom
  • Schroders Personal Wealth
    Head Of Investment Specialists
    Schroders Personal Wealth Oct 2021 - Present
    London, England, United Kingdom
  • Schroders Personal Wealth
    Senior Investment Specialist
    Schroders Personal Wealth Jun 2019 - Oct 2021
    I Head up the Investment Specialists team which is the link between the SPW Investment Office and advisers supporting both virtually and face to face in their interactions with clients on Investments. The team aim to support with Market & Investment knowledge by taking the complex and making it accessible for advisers and clients to understand. Sitting between the front office and the IO and our investment partners providing regular investment support/economic & Market updates to aid communication and educate as the need arises
  • Lloyds Bank Private Banking
    Senior Portfolio Specialist
    Lloyds Bank Private Banking Jul 2018 - Jun 2019
    I am currently working with Lloyds Bank private Banking as a Senior portfolio Specialist in the Wealth Investment office (WIO)
  • Aberdeen Standard Investments
    Client Director Key Clients
    Aberdeen Standard Investments Jan 2013 - Mar 2018
    I am the main link between the Aberdeen business and the lloyds Banking Group main client Wealth Management. Day to day responsibilities include briefing colleagues on market and economic events, this takes the form of many face to face briefings, email, written and phone. I am also responsible for Investment induction describing the Wealth Investment Philosophy in great detail and also the differing Investment offers. I am seen as a subject matter expert in my field.
  • Scottish Widows Investment Partnership
    Investment Specialist
    Scottish Widows Investment Partnership Nov 2011 - Dec 2012
    National
    See Investment Specialist at LLoyds Banking Group
  • Lloyds Tsb Private Banking
    Senior Manager Investment Development
    Lloyds Tsb Private Banking Feb 1986 - Nov 2011
  • Lloydstsb
    Manager
    Lloydstsb 1990 - 2011

Stephen Mann Skills

Wealth Management Investments Private Banking Retail Banking Portfolio Management Asset Managment Risk Management Fixed Income Equities Asset Management Financial Advisory Investment Strategies Relationship Management Investment Banking Financial Services Asset Allocation Investment Management Portfolio Construction Team Leadership Senior Stakeholder Management Wealth Strategy High Net Worth Individuals Wealth Management Services Banking Stakeholder Management Management Financial Markets Business Relationship Management

Stephen Mann Education Details

  • Elgar High School Worcester
    Elgar High School Worcester

Frequently Asked Questions about Stephen Mann

What company does Stephen Mann work for?

Stephen Mann works for Schroders Personal Wealth

What is Stephen Mann's role at the current company?

Stephen Mann's current role is Director of Investments (Head of Investment Specialists) Schroders personal wealth.

What is Stephen Mann's email address?

Stephen Mann's email address is st****@****wip.com

What schools did Stephen Mann attend?

Stephen Mann attended Elgar High School Worcester.

What skills is Stephen Mann known for?

Stephen Mann has skills like Wealth Management, Investments, Private Banking, Retail Banking, Portfolio Management, Asset Managment, Risk Management, Fixed Income, Equities, Asset Management, Financial Advisory, Investment Strategies.

Who are Stephen Mann's colleagues?

Stephen Mann's colleagues are Sam Mclean Acca, Shannon White, Alexander Marshall, Rebecca Cairney, Liam Tollady, Gareth Stainsby, Mark Shimmin.

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