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Laurie Jaques profile image

Laurie Jaques

Director Of Distribution at Fundment
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Location
London Area, United Kingdom, GB
Skills
  • Investment Management
  • Mutual Funds
  • Asset Management
  • Investments
  • Wealth Management
  • Show all
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Bio

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I am Laurie Jaques, based in the London Area, United Kingdom. With over 20 years of experience in investment management, I have honed my skills in areas such as asset management, wealth management, and portfolio management. Currently, I serve as the Director of Distribution at Fundment, where I've been instrumental in enhancing the platform's infrastructure for wealth managers. My previous roles include Managing Director at Ironwells Consulting Ltd and Head of Sales at FNZ, where I focused on wealth and custody services. I hold a foundational education from Haberdashers Askes Hatcham. Fluent in English, I am passionate about developing innovative investment strategies and driving client success in the financial services sector.

Experience

  • Fundment
    • United Kingdom
    • Investment Management
    • 1 - 100 Employee
    • Director Of Distribution
      • Sep 2020 - Present

      Distribution at Fundment the Adviser Platform which offers modern infrastructure for wealth managers/financial advisers through proprietary technology which enables automated client onboarding and transfers, a clean and modern user experience and efficient portfolio management.

    • Director Sales Distribution
      • Sep 2019 - Sep 2020

  • Ironwells Consultiing Ltd
    • London, United Kingdom
    • Managing Director
      • Mar 2017 - Sep 2020
      • London, United Kingdom

      Distribution: Ravenscroft - Tavira Securities - Fundment

  • Ironwells Consulting Ltd
    • Managing Director
      • Mar 2017 - Sep 2020

      Distribution: Vartan Ravenscroft - Tavira Securities - Fundment

    • Owner
      • Jan 2017 - Sep 2020

  • Embark Group
    • London
    • Sales & Proposition Director
      • May 2016 - Jan 2017
      • London

  • FNZ
    • Head of Sales - Wealth & Custody
      • Nov 2014 - Apr 2016

  • Asset TV
    • London, United Kingdom
    • Interim Head of Sales
      • May 2014 - Nov 2014
      • London, United Kingdom

      Sales at Asset TV

  • Allfunds Bank
    • London, United Kingdom
    • Head of Sales Development UK & Ireland
      • May 2011 - May 2014
      • London, United Kingdom

  • Henderson Global Investors
    • Head of UK Wholesale
      • May 2007 - Nov 2009

      Managed a team of 20 Sales and Sales Support people as well as retaining Key client relationships. Rseponsibility for the development and ongoing support of the sales team in hitting both sales and retention tagets.

  • Skandia
    • Head of Structured Product Sales
      • 2003 - 2007

  • Cofunds
    • Director of Sales
      • Sep 2000 - 2003

  • Baring Asset Management
    • Director - Third Party Sales
      • Apr 1985 - Sep 2000

Education

  • 1973 - 1980
    Haberdashers Askes Hatcham
    Life, Life
  • 1966 - 1973
    Ealdham Square
    11 plus, Life

Suggested Services

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Industry Focus. “Investment Management”

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