Associate Director - Specialist Wealth Manager, Private Office and International Client Group @ Coutts
Andrew Apfs's Education
The Chartered Institute of Insurance
Advanced Diploma in Financial Planning (Finance and Financial Management Services)
2006 - 2019
Birkbeck, University of London
Postgraduate Diploma (Information Technology)
2017 - 2022
Chartered Institute for Securities & Investments
Level 6 Certificate in Private Client Investment Advice & Management
2014 - 2014
Chartered Financial Analyst Institute
CFA Level 1 (Finance)
2011 - 2011
Griffith University
Bachelor of Commerce (Banking & Finance)
2002 - 2004
Andrew Apfs's Skills
Investments
Wealth Management
Private Banking
Financial Planning
Portfolio Management
Banking
Wealth Management Services
Strategic Financial Planning
Retail Banking
Business Relationship Management
Andrew Apfs's Summary
Andrew Apfs, based in United Kingdom, is currently a Financial Planning Director and Chartered Financial Planner at Magus Wealth, bringing experience from previous roles at Coutts. Andrew Apfs holds a 2006 - 2019 Advanced Diploma in Financial Planning in Finance and Financial Management Services @ The Chartered Institute of Insurance. With a robust skill set that includes Investments, Wealth Management, Private Banking, Financial Planning, Portfolio Management and more, Andrew Apfs contributes valuable insights to the industry. Andrew Apfs has 1 email and 2 mobile phone numbers on RocketReach.