Jörg Schlüter
Partner at Lapis Asset Management Ltd- Claim this Profile
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German Native or bilingual proficiency
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French Elementary proficiency
Topline Score
Bio
Credentials
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Chartered Wealth Manager
Chartered Institute for Securities and Investments (CISI)May, 2014- Nov, 2024
Experience
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Lapis Asset Management Ltd
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Investment Management
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1 - 100 Employee
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Partner
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Sep 2016 - Present
Chartered Wealth Manager (FCSI), Lapis Asset Management Chartered Wealth Manager (FCSI), Lapis Asset Management
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Arena Wealth
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598-608 Chiswick High Road London W4 5RT United Kingdom
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Wealth Manager
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Feb 2015 - Present
Arena Wealth is a multi-disciplinary advisory firm, offering financial and wealth management services, with expertise and experience on a global basis. Www.arenawealth.com Arena Wealth is a multi-disciplinary advisory firm, offering financial and wealth management services, with expertise and experience on a global basis. Www.arenawealth.com
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Arbonne International
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Henfield, BN5
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Independent Distributor
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Nov 2010 - Present
Arbonne is a highly regarded, premium brand with a Swiss heritage. The products are pure, safe, botanically based and inspired by nature. Try us today! www.jhhschlueter.arbonne.com Arbonne is a highly regarded, premium brand with a Swiss heritage. The products are pure, safe, botanically based and inspired by nature. Try us today! www.jhhschlueter.arbonne.com
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Director
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Jul 2010 - Present
JS Consulting is an independent Bahamas based company helping private clients and wealthy families in all matters relating to wealth protection and investments. JS Consulting is an independent Bahamas based company helping private clients and wealthy families in all matters relating to wealth protection and investments.
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ProsperityIFAs
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Henfield, BN5
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Independent Financial Advisor and Stockbroker
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May 2011 - Jan 2015
Prosperity is an independent wealth management firm designed to serve both individual and business clients. We advise on and create bespoke portfolios based on your financial goals and objectives. www.prosperityifas.com Prosperity is an independent wealth management firm designed to serve both individual and business clients. We advise on and create bespoke portfolios based on your financial goals and objectives. www.prosperityifas.com
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Director
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May 2009 - Jun 2010
Wealth Management - Private Client Sales; Opening new client contacts Wealth Management - Private Client Sales; Opening new client contacts
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FirstCaribbean International Bank
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Barbados
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Banking
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400 - 500 Employee
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Team Leader Wealth Management
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Jan 2008 - May 2009
Leading and supporting a team of 12 wealth management advisors across the Bahamas and Turks and Caicos. Building networks with referral centers and establish preferred provider relations. Leading and supporting a team of 12 wealth management advisors across the Bahamas and Turks and Caicos. Building networks with referral centers and establish preferred provider relations.
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Edward Jones
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United States
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Financial Services
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700 & Above Employee
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Investment Representative
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Jun 2003 - Dec 2007
Build from scratch a stockbroking and financial advice office in Southeast of UK as well as mentoring and supporting new stockbrokers for the firm in the area. Build from scratch a stockbroking and financial advice office in Southeast of UK as well as mentoring and supporting new stockbrokers for the firm in the area.
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Education
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1986 - 1991
The University of Göttingen
Dipl.Kfm, Business Administration
Community
