David Matthews
Head of Sales UK and Europe (expatriate market) at Utmost Wealth Solutions- Claim this Profile
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Spanish good business level -
Topline Score
Bio
LinkedIn User
I had the pleasure of working with Dave and team at OMI Europe during a time of great expansion for the OMI product proposition. It was a genuine pleasure working with David as he is a real team player who was passionate about the success and happiness of his team. Well connected, highly knowledgeable and a great manager.
Alex Stojkovic ACSI GSFP
David is a true professional with a very good knowledge of the offshore financial market. David's expertise in technical matters of tax and trusts are exemplary and his dedication to business development has been of great help in our time working together. David works hard to understand our business and provides insightful input in areas and markets we may consider developing in. His determination and high work ethics make David a pleasure to work with.
LinkedIn User
I had the pleasure of working with Dave and team at OMI Europe during a time of great expansion for the OMI product proposition. It was a genuine pleasure working with David as he is a real team player who was passionate about the success and happiness of his team. Well connected, highly knowledgeable and a great manager.
Alex Stojkovic ACSI GSFP
David is a true professional with a very good knowledge of the offshore financial market. David's expertise in technical matters of tax and trusts are exemplary and his dedication to business development has been of great help in our time working together. David works hard to understand our business and provides insightful input in areas and markets we may consider developing in. His determination and high work ethics make David a pleasure to work with.
LinkedIn User
I had the pleasure of working with Dave and team at OMI Europe during a time of great expansion for the OMI product proposition. It was a genuine pleasure working with David as he is a real team player who was passionate about the success and happiness of his team. Well connected, highly knowledgeable and a great manager.
Alex Stojkovic ACSI GSFP
David is a true professional with a very good knowledge of the offshore financial market. David's expertise in technical matters of tax and trusts are exemplary and his dedication to business development has been of great help in our time working together. David works hard to understand our business and provides insightful input in areas and markets we may consider developing in. His determination and high work ethics make David a pleasure to work with.
LinkedIn User
I had the pleasure of working with Dave and team at OMI Europe during a time of great expansion for the OMI product proposition. It was a genuine pleasure working with David as he is a real team player who was passionate about the success and happiness of his team. Well connected, highly knowledgeable and a great manager.
Alex Stojkovic ACSI GSFP
David is a true professional with a very good knowledge of the offshore financial market. David's expertise in technical matters of tax and trusts are exemplary and his dedication to business development has been of great help in our time working together. David works hard to understand our business and provides insightful input in areas and markets we may consider developing in. His determination and high work ethics make David a pleasure to work with.
Experience
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Utmost International
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Financial Services
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200 - 300 Employee
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Head of Sales UK and Europe (expatriate market)
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Feb 2020 - Present
A collaborative leader with an extensive network of quality professional connections in the European and Swiss High Net Worth market space. Well respected keynote speaker and presenter with technical specialism in pension transfers, IHT and tax planning. A business influencer who works tirelessly to identify and exploit new market opportunities A collaborative leader with an extensive network of quality professional connections in the European and Swiss High Net Worth market space. Well respected keynote speaker and presenter with technical specialism in pension transfers, IHT and tax planning. A business influencer who works tirelessly to identify and exploit new market opportunities
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Head of Region Europe
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Jan 2012 - Dec 2019
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Regional Manager Europe
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Jan 2006 - Jan 2012
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Old Mutual Wealth UK
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United Kingdom
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Financial Services
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1 - 100 Employee
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Head of Region Europe
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Jan 2012 - Dec 2019
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Regional Development Manager (London and St Albans)
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Jan 2006 - Nov 2008
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Canada Life
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Canada
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Insurance
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700 & Above Employee
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Key Account Manager
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Sep 2000 - Dec 2005
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Education
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1984 - 1988
Liverpool University
BA Hons, Spanish and French -
1979 - 1984
Hampton school
Community
