Bio
Credentials
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CF30 Stockbroker
Financial Conduct AuthorityJan, 2015- Apr, 2026 -
CISI Level 4 Diploma in Investment Advice (Securities)
Chartered Institute for Securities & Investment (CISI)Nov, 2014- Apr, 2026 -
Securities - Level 4
Chartered Institute for Securities & Investment (CISI)Nov, 2014- Apr, 2026 -
Investment, Risk and Taxation - Level 4
Chartered Institute for Securities & Investment (CISI)Oct, 2014- Apr, 2026 -
UK Regulation and Professional Integrity - Level 4
Chartered Institute for Securities & Investment (CISI)Aug, 2014- Apr, 2026 -
CMI Level 5 Certificate in Management and Leadership (QCF)
Chartered Management InstituteJan, 2014- Apr, 2026
Experience
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Henderson Rowe
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London, England, United Kingdom
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Investment Manager
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Mar 2022 - Present
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London, England, United Kingdom
Henderson Rowe is a UK-based investment manager. We aspire to disrupt the UK market by providing institutional-quality investment solutions directly to private clients. By tapping our affiliates’ award-winning global market and factor-based research, we can offer our clients institutional-quality multi-asset strategies and asset allocation models at competitive fees. There is nothing hidden in our performance–our long-term strategies are based on innovative ideas, meticulous research, and careful implementation. Henderson Rowe has always focused on clients who want deep, long-term partnerships. We are not looking for one-time, transactional investments, and we generally discourage investors with too-short a time-horizon. At Henderson Rowe, the investment manager who welcomes you to the firm may very well be the same manager who looks after you and your families’ money for years to come–and that’s exactly how we like it.
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J.P. Morgan
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London, United Kingdom
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Prime Broker
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Aug 2015 - Mar 2022
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London, United Kingdom
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.6 trillion and operations worldwide. The Firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.
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CF30 Private Client Stockbroker
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Jan 2015 - Jul 2015
Part of a team handling a client base of several hundred clients through our bespoke advisory share dealing service. Providing an ongoing service to these clients to ensure fulfillment of their investment aims, goals and needs via the creation of a detailed picture of their attitude to risk, objectives and time horizon. Continuation of previous activities and tasks such as on-boarding of new clients.
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Trainee Stockbroker
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Jun 2014 - Jan 2015
Generating new business through telephone prospecting to high net worth individuals. Potential clients are informed of business operations and performance at Templeton. New accounts are opened and then passed on to the team of senior stockbrokers and closed on new investment opportunities.
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Sales and Marketing Management Intern
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2012 - 2012
What initially began as a 6 week placement; eventually resulted in my appointment being extended to nearly 5 months due to success and delivery in the role. Helped develop Flare Audio from its original form - Purple Audio (an audio rental company) - to its current capacity as a world class professional speaker manufacturer.Roles, Responsibilities and Tasks:Created CRMOrchestrated Sales Process for team from First Call to Close/RecoWebsite MaintenanceSales and Distribution Advice
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Education
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2011 - 2014University of Hertfordshire
Bachelor's Degree, Economics -
2008 - 2010Sussex Downs College
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2003 - 2008The Cavendish School
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Investment Management”
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References
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