Stephen Giddins Email & Phone Number

London, GB

London, United Kingdom

I manage both discretionary and advisory portfolios on behalf of high net worth individuals, whilst also working with external Financial Advisers (AUM c.£140m).I am responsible for dealing with client questions and queries on a daily basis in a variety of forms and am confident at leading client meetings and discussing technical ideas.

London, United Kingdom

I manage both discretionary and advisory portfolios on behalf of high net worth individuals, investing in equities, fixed interest and collective investments (AUM c.£55m).I oversee a team of investment managers (AUM c.£359m) who deal with discretionary, advisory and execution only portfolios. I am responsible for dealing with client questions and queries.

London, United Kingdom

I manage both discretionary and advisory portfolios on behalf of high net worth individuals, investing in equities, fixed interest and collective investments (AUM c.£55m).I am the supervisor of a team of investment managers (AUM c.£256m) who deal with discretionary, advisory and execution only portfolios. I am responsible for dealing with client questions.

London, England

I manage both discretionary and advisory portfolios on behalf of high net worth individuals, investing in equities, fixed interest and collective investments (AUM c.£55m)I am responsible for dealing with client questions and queries on a daily basis in a variety of forms and am confident at leading client meetings and discussing technical ideas.Member of.

Assistant to a Duncan Lawrie Asset Management Director.,Responsible for dealing with daily client queries and investment decisions for directors client base (AUM c.£120m), together with wider assistance offered to investment managers.Writing and preparing quarterly valuation reports.

Responsible for organising daily delivery routes of social services equipment within the borough of Bromley needing a high level of organisation and attention to detail.Dealt with client queries on a daily basis. Introduced an effective cataloguing system for both incomplete and complete transactions allowing the team to easily locate relevant information.

A Ba, Sports And Leisure Studies

Activities and Societies: Member of the Cricket team for three years. Coached the girls Cricket team for the Sussex Youth Games.Graduated.

A Level, Business Studies, Classical Civilisation & Physical Education

Activities and Societies: Member of the Cricket 1st XI for four years, two as captain. Member of the Rugby 1st XV for three years..