Investment company
Executive Chairman
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Chartered FCSI - Chief Executive Officer
Chartered MCSI, ACMA - Executive Director Finance and Operations
Chartered FCSI - Chief Investment Officer
FCIB, FPFS - Executive Director Financial Planning
Chartered FCSI - Head of Investment Management
MCSI - Research Analyst
Chartered FCSI - Senior Investment Manager
Chartered FCSI - Associate Director
Chartered FCSI – Associate Director
Dealer
ATT, CTA - Tax Manager
MCSI - Investment Manager
Dip PFS – Senior Financial Planner, Associate Director
Dip PFS - Head of Financial Planning
FCA TEP Chartered FCSI - Associate Director
Chartered MCSI - Compliance Officer
Jonathan Kay Chartered FCSI, ACA – Associate Director
ACA - Head of Finance and Operations
Chartered FCSI - Senior Investment Manger
FPFS - Chartered Financial Planner, Associate Director
Senior Tax Manager
MCSI, ACIB - Investment Manager
Chartered FCSI - Operations Manager
MCSI – Senior Investment Manager
Chartered FCSI – Deputy Head of Investment Management
Dip PFS – Trainee Financial Planner
Chartered FCSI - Head of Research
