Tony Whincup FCSI, PG (Dip), BA (Hons)
Head of Investment Specialists at Close Brothers Asset Management- Claim this Profile
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English Native or bilingual proficiency
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French Professional working proficiency
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Spanish Limited working proficiency
Topline Score
Bio
Jessica Lo
Tony was my mentor two years ago. At the time I had just switched to a new role and was finding my feet etc. Tony was always available to give me advice and share his own experiences, even though he has lots of work commitment himself. He is very passionate about helping others in any way he can. After the mentoring programme Tony is still always available for a catch up and is someone I would turn to if I needed any advice or guidance.
Jo M.
Tony is the consummate professional and possesses innate leadership and relationship management skills. As well as having a great understanding of investments and markets, Tony has exceptional communication and presentation skills. He has that rare mix of being highly analytical and creative at the same time. Tony understands the importance of building relationships and getting to the heart of what stakeholders and clients need. He’s not afraid to ask question or to push boundaries and never compromises on quality. I’ve worked with Tony on multiple marketing projects and his strategic input, judgment and collaborative approach is invaluable and I know he’s always going to deliver. Quite simply, Tony makes a positive difference and is someone you want on your team.
Jessica Lo
Tony was my mentor two years ago. At the time I had just switched to a new role and was finding my feet etc. Tony was always available to give me advice and share his own experiences, even though he has lots of work commitment himself. He is very passionate about helping others in any way he can. After the mentoring programme Tony is still always available for a catch up and is someone I would turn to if I needed any advice or guidance.
Jo M.
Tony is the consummate professional and possesses innate leadership and relationship management skills. As well as having a great understanding of investments and markets, Tony has exceptional communication and presentation skills. He has that rare mix of being highly analytical and creative at the same time. Tony understands the importance of building relationships and getting to the heart of what stakeholders and clients need. He’s not afraid to ask question or to push boundaries and never compromises on quality. I’ve worked with Tony on multiple marketing projects and his strategic input, judgment and collaborative approach is invaluable and I know he’s always going to deliver. Quite simply, Tony makes a positive difference and is someone you want on your team.
Jessica Lo
Tony was my mentor two years ago. At the time I had just switched to a new role and was finding my feet etc. Tony was always available to give me advice and share his own experiences, even though he has lots of work commitment himself. He is very passionate about helping others in any way he can. After the mentoring programme Tony is still always available for a catch up and is someone I would turn to if I needed any advice or guidance.
Jo M.
Tony is the consummate professional and possesses innate leadership and relationship management skills. As well as having a great understanding of investments and markets, Tony has exceptional communication and presentation skills. He has that rare mix of being highly analytical and creative at the same time. Tony understands the importance of building relationships and getting to the heart of what stakeholders and clients need. He’s not afraid to ask question or to push boundaries and never compromises on quality. I’ve worked with Tony on multiple marketing projects and his strategic input, judgment and collaborative approach is invaluable and I know he’s always going to deliver. Quite simply, Tony makes a positive difference and is someone you want on your team.
Jessica Lo
Tony was my mentor two years ago. At the time I had just switched to a new role and was finding my feet etc. Tony was always available to give me advice and share his own experiences, even though he has lots of work commitment himself. He is very passionate about helping others in any way he can. After the mentoring programme Tony is still always available for a catch up and is someone I would turn to if I needed any advice or guidance.
Jo M.
Tony is the consummate professional and possesses innate leadership and relationship management skills. As well as having a great understanding of investments and markets, Tony has exceptional communication and presentation skills. He has that rare mix of being highly analytical and creative at the same time. Tony understands the importance of building relationships and getting to the heart of what stakeholders and clients need. He’s not afraid to ask question or to push boundaries and never compromises on quality. I’ve worked with Tony on multiple marketing projects and his strategic input, judgment and collaborative approach is invaluable and I know he’s always going to deliver. Quite simply, Tony makes a positive difference and is someone you want on your team.
Experience
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Close Brothers Asset Management
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United Kingdom
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Financial Services
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500 - 600 Employee
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Head of Investment Specialists
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May 2017 - Present
▪ Member of Investment Management (IM) Committee deciding asset allocation on multi-asset portfolios ▪ Key product expert for Close Inheritance Tax Service (CITS), a value-biased small cap UK equity strategy; member of two related committees ▪ Work closely with analysts, fund managers, and external experts, to gain a deep understanding of proposition ▪ Share IM expertise across sales: internal advisers, IFAs, business development, Financial Education and professional connections - trustees, consultants, Family Offices, etc. ▪ Provide technical support and insight for client meetings, new business pitches and retention ▪ Create and review imaginative client communications with Marketing: presentations, thought pieces, lead ‘Investor Insights’ video update interviews with CIO (see LinkedIn postings) ▪ Experienced presenter/public speaker at regional events (frequently voted best speaker) on macro, CITS, ESG, passive investing, etc., acting as ambassador for business and speaking in fund managers’ stead ▪ Ability to relay complex ideas in understandable ways, and to convince and sell a concept ▪ Supporting Head of Investment BD in strategy and proposition development ▪ Mentor on Evolve programme; recognised team player with entrepreneurial verve ▪ Support Learning and Development presenting to next generation advisers ▪ Travel throughout UK and internationally Show less
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St. James's Place Wealth Management
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London and Around
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Chartered Wealth Manager
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Jul 2015 - Mar 2017
Working alongside a Senior Partner to provide holistic financial planning and wealth management advice to HNWIs, Trustees and Entrepreneurs, in one of SJP's largest practices by revenue generation. Working alongside a Senior Partner to provide holistic financial planning and wealth management advice to HNWIs, Trustees and Entrepreneurs, in one of SJP's largest practices by revenue generation.
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UBS Jersey
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Jersey, United Kingdom
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Client Advisor, Associate Director, Wealth Management
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Oct 2005 - Jun 2015
Client Advisor for HNW and UHNW individuals, Trusts and companies, specialising in investments for UK RnDs. Discretionary, Advisory and Execution-only; portfolio construction through Strategic and Tactical Asset Allocation. By advising clients clearly and consistently I developed strong, long-term relationships, through which revenues grew year-on-year, AUM was retained and grown through referrals and networking. Client Advisor for HNW and UHNW individuals, Trusts and companies, specialising in investments for UK RnDs. Discretionary, Advisory and Execution-only; portfolio construction through Strategic and Tactical Asset Allocation. By advising clients clearly and consistently I developed strong, long-term relationships, through which revenues grew year-on-year, AUM was retained and grown through referrals and networking.
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Education
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2012 - 2012
Jersey International Business School
PCIAM (Private Client Investment Advice & Management, CISI) - RDR Level 6, Finance - Private Client Investment Advice & Management -
2003 - 2004
City University London
PG Dip Broadcast Journalism, Broadcast Journalism -
1992 - 1996
Keele University
Bachelor's Degree, French & Geography
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