Profilo
Mr. Roger Clark is a Head of Wealth Management at Brown, Shipley & Co. Ltd.
He joined Brown Shipley in 2014, he advises in all areas of wealth planning, including risk management, investment, retirement solutions and estate planning.
He has particular experience advising families, helping with the protection of their wealth and how to pass it tax efficiently to the next generation.
He is a Chartered Tax Adviser, both a Chartered and Certified Financial Planner and Fellow of the Chartered Institute for Securities & Investment.
Precedenti posizioni note di Roger Clark
| Società | Posizione | Fine |
|---|---|---|
Brown, Shipley & Co. Ltd.
 Brown, Shipley & Co. Ltd. Investment ManagersFinance Brown, Shipley & Co. Ltd. (Brown Shipley) is the Great Britain-based private banking subsidiary of Quintet Private Bank (Europe) SA, itself a subsidiary of Precision Capital SA in Luxembourg. The firm was founded by William Brown in 1810. Headquartered in London, Brown Shipley manages a range of collective investments known as SVS Brown Shipley Funds for private, institutional and corporate clients. | Responsabile della banca privata | 01/03/2016 |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 1 |
|---|---|
Brown, Shipley & Co. Ltd.
Brown, Shipley & Co. Ltd. Investment ManagersFinance Brown, Shipley & Co. Ltd. (Brown Shipley) is the Great Britain-based private banking subsidiary of Quintet Private Bank (Europe) SA, itself a subsidiary of Precision Capital SA in Luxembourg. The firm was founded by William Brown in 1810. Headquartered in London, Brown Shipley manages a range of collective investments known as SVS Brown Shipley Funds for private, institutional and corporate clients. | Finance |
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