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Paul Jeffreys is a seasoned financial expert with 37 years of experience in international financial services, spanning banking, private banking, wealth management, and financial advice. He holds various qualifications from the UK Chartered Institute of Securities & Investment and the Hong Kong Confederation of Insurance Brokers. Paul is currently an Independent Consultant, dividing his time between Switzerland and the UAE, and has founded Jigsaw Wealth Management, a leading accredited investor wealth management company.

Credentials

  • CII Financial Planning Dip
    Chartered Insurance Institute – South Asia
  • CISI IADip Chartered MCSI
    The Chartered Institute for Securities & Investment (The CISI)
  • IIQE level 1,2,3,4 & 5
    The Chartered Insurance Institute Hong Kong (CIIHK)
  • Institute of banking and finance Dip
    IBFSG - The Institute of Banking & Finance Singapore

Experience

  • Lawsons Wealth
    • Switzerland
    • Independent Consultant
      • Sep 2020 - Present
      • Switzerland

      With an illustrious 37year career in international financial services, Paul’s extensive experience spans banking, private banking, wealth management, financial advice and financial planning. After over 10 years in the Channel Islands and 20 in Hong Kong and Singapore, Paul currently divides his time between Switzerland and the United Arab Emirates – enabling him to focus on his clients in Europe, the Middle East, Asia and Africa.Paul holds qualifications from the UK Chartered Institute of Securities & Investment (where he is currently a member), the UK Chartered Insurance Institute, the Hong Kong Confederation of Insurance Brokers and the Singapore Institute of Banking & Finance. He has held Vice President and Senior Vice President positions in two of the United Kingdom’s most respected banks – Lloyds and Coutts – and at Butterfield, the highly regarded offshore bank. In addition, Paul has held financial services licences in the United Kingdom, Hong Kong, and Singapore. The founder of Jigsaw Wealth Management – the largest accredited investor wealth management company – Paul has established, developed and sold 10 companies.Paul enjoys spending time with clients, especially when this interaction is face to face – “the old-fashioned way” is how he puts it. However, with an expansive client base that reaches every continent – including Antarctica – he is also an expert at virtual communication.Committed to building relationships that last for the long term, Paul takes pride in adding value wherever he can – going above and beyond his agreed remit to exceed your expectations and secure your financial future.

  • Continental International Group
    • Dubai, United Arab Emirates
    • Independent Consultant
      • May 2023 - Present
      • Dubai, United Arab Emirates

      The Continental Group is a leading insurance intermediary and financial services solutions provider in the region. Central Bank of the U.A.E. (CBUAE) (Registration Number: 088) and The Securities and Commodities Authority (SCA) (Registration Number: 608026 & 20200000091) of the UAE we represent reputed multinational and local insurance and financial institutions.At Continental, we realise that financial solutions are as diverse as your needs, and no one solution can serve everyone. Driven by the philosophy of building long-term, mutually beneficial relationships with our customers, we specialise in providing personalised solutions through a qualified and experienced team of consultants.

    • Independent Consultant
      • Nov 2023 - Present
      • Cyprus

      Over 31 years of uninterrupted financial advice for the Expatriate Market.KMI offers tailored advice to maximize investment returns and minimize tax impact, recognising the individuality of each client’s financial needs.

    • Executive Director
      • Mar 2016 - Present
      • Seychelles

  • Butterfield Group
    • Channel Islands, United Kingdom, Europe & Asia
    • Executive Private Banker
      • Sep 2018 - Aug 2020
      • Channel Islands, United Kingdom, Europe & Asia

      Private Banking solutions for HNW and UHNW Individuals, Corporations and Institutions.

  • Jigsaw Wealth Management Pte Ltd
    • Singapore & South East Asia
    • Chief Executive Officer
      • Nov 2004 - Dec 2019
      • Singapore & South East Asia

      HNW Wealth Management & Investment Advisory Services, Greater Asia Region

  • Spread Co Ltd
    • United Kingdom & Asia
    • Member Board Of Directors
      • Dec 2009 - Feb 2019
      • United Kingdom & Asia

      Various start-ups within the Spread & CFD Trading space. As well as a Financial software Co and other Financial Services Businesses.

  • pearl river capital
    • Hong Kong, China & South East Asia
    • Chief Executive Officer
      • Mar 2006 - Sep 2018
      • Hong Kong, China & South East Asia

      Private client wealth management services for SME and HNW individual clients across Hong Kong & South East Asia

  • Coutts
    • Singapore & South East Asia
    • Executive Private Banker
      • Aug 2001 - Oct 2004
      • Singapore & South East Asia

      Advise/Manage large individual client accounts for the private bank

  • Lloyds Bank Private Banking
    • Singapore, Malaysia & South East Asia
    • Private Banking - Senior Vice President
      • Nov 1997 - Aug 2001
      • Singapore, Malaysia & South East Asia

      Advise/manage clients for the private bank on an advisory basis

  • R A Rossborough Limited
    • Channel Islands & Europe
    • Private Client Relationship Manager
      • Jul 1987 - Sep 1997
      • Channel Islands & Europe

      Rossborough Financial Services Company Limited - Advisory Services

Education

  • The Chartered Institute for Securities & Investment (The CISI)
    Investments and Securities, Investment Advice Diploma
  • 2000 - 2004
    Institute of Banking & Finance, Singapore
    Banking Dip, Banking and Finance
  • 1979 - 1987
    LMDC Gsy
    General Studies, General Studies
  • 2004 - 2008
    The Chartered Institute for Securities & Investment (The CISI)
    Chartered Member, Investments and Securities

Suggested Services

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Industry Focus. “Financial Services”

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