James Mcdonald
Senior Wealth Consultant at deVere Acuma- Claim this Profile
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Experience
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deVere Acuma
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Financial Services
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100 - 200 Employee
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Senior Wealth Consultant
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Jun 2019 - Present
Area Manager and Senior Wealth Consultant at deVere Group India.I aspire to help my clients (majorly expats and international investors) plan, protect and grow their wealth through holistic financial advice. This includes:- British and Swiss Pension advice- Overseas investments in global equities, bonds, mutual funds and fixed income products.- International education and retirement planning- Property investments in the UK and Mainland Europe- International Citizenship and Passport advice
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Senior Wealth Consultant
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Oct 2016 - Present
Established in 1999, Acuma has gone from strength to strength and is now one of the most recognised and respected providers of financial planning solutions in the Gulf region. With a head office in Dubai a branch office in Abu Dhabi, and licensed by both the Central Bank of the United Arab Emirates and the UAE Ministry of Economy, Acuma consultants are able to provide a comprehensive review of your financial situation.Acuma is one of the most recognised and respected providers of financial planning solutions in the Gulf region. We deliver world class financial planning via licensed, properly registered and highly qualified financial consultants.Being totally independent, we are able to source solutions from the whole marketplace - ensuring our clients receive the most appropriate advice and products for their needs.
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PVM Oil Associates
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United Kingdom
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Oil and Gas
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100 - 200 Employee
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Fuel Oil Operations
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Nov 2011 - Apr 2015
PVM is the world's leading independent broker of oil instruments. The company was founded in 1971 and has the longest history of any group in the industry as an international crude oil and products broker. Daily turnover averages well in excess of 100 million barrels of Over the counter (OTC) oil derivatives including options and oil futures contracts. The group employs around 140 people globally, including 70 OTC brokers and 14 futures brokers and runs 30 oil desks. PVM is the world's leading independent broker of oil instruments. The company was founded in 1971 and has the longest history of any group in the industry as an international crude oil and products broker. Daily turnover averages well in excess of 100 million barrels of Over the counter (OTC) oil derivatives including options and oil futures contracts. The group employs around 140 people globally, including 70 OTC brokers and 14 futures brokers and runs 30 oil desks.
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Education
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King's College London
MSc, Public Policy and Management Social Science -
University of Kent
Bachelor's degree, Bachelor of Laws (LLB), Law -
The Chartered Institute for Securities & Investment (The CISI)
International Wealth Management - India Qualification, Finance and Financial Management Services -
The Chartered Institute for Securities & Investment (The CISI)
International Certificate in Wealth and Investment Management -
The Chartered Institute for Securities & Investment (The CISI)
UAE Rules and Regulations, Finance and Financial Management Services -
The Chartered Institute for Securities & Investment (The CISI)
Introduction to Securities and Investment