Joe Clark
Senior Director at EFG Private Bank- Claim this Profile
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Bio
Nick Morris
Joe is a hugely competent operator in his field, combining deep technical knowledge with an excellent client manner and absolute integrity.
Pádraig Floyd
Joe was an asset on a couple of roundtables I ran on planning and advisory issues. He has clear ideas and communicates communicates them beautifully and with an aplomb that belies his tender years. He is a credit to the new professional face of planning and wealth management in the UK.
Nick Morris
Joe is a hugely competent operator in his field, combining deep technical knowledge with an excellent client manner and absolute integrity.
Pádraig Floyd
Joe was an asset on a couple of roundtables I ran on planning and advisory issues. He has clear ideas and communicates communicates them beautifully and with an aplomb that belies his tender years. He is a credit to the new professional face of planning and wealth management in the UK.
Nick Morris
Joe is a hugely competent operator in his field, combining deep technical knowledge with an excellent client manner and absolute integrity.
Pádraig Floyd
Joe was an asset on a couple of roundtables I ran on planning and advisory issues. He has clear ideas and communicates communicates them beautifully and with an aplomb that belies his tender years. He is a credit to the new professional face of planning and wealth management in the UK.
Nick Morris
Joe is a hugely competent operator in his field, combining deep technical knowledge with an excellent client manner and absolute integrity.
Pádraig Floyd
Joe was an asset on a couple of roundtables I ran on planning and advisory issues. He has clear ideas and communicates communicates them beautifully and with an aplomb that belies his tender years. He is a credit to the new professional face of planning and wealth management in the UK.
Experience
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EFG Private Bank
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United Kingdom
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Banking
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300 - 400 Employee
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Senior Director
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Aug 2023 - Present
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Credit Suisse
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Switzerland
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Banking
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700 & Above Employee
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Director
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Oct 2018 - Aug 2023
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Barclays Wealth Management
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United Kingdom
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Financial Services
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700 & Above Employee
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Private Banker
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Feb 2011 - Oct 2018
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Fowler Drew
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United Kingdom
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Financial Services
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1 - 100 Employee
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Director / Head of Financial Planning
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May 2008 - Jan 2011
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Cavendish Medical
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London, United Kingdom
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Co-Founder and Director
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Feb 2005 - May 2008
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Community
