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Gavin Oakley Location
London, GB
Gavin Oakley Work
2014 -now Strategic Partner Development @
2011 -2014 Independent Consultant - Business Development @
2012 -2014 Head of Intermediary Business Development @ CSS Partners LLP
2010 -2012 Independent Consultant @ OWMC
2007 -2010 Head of Discretionary and Fund Advisory Sales @ TRI Investments Ltd
2000 -2004 Relationship Manager - Global Key Accounts @ Mellon Global Investments
1995 -2000 Senior Offshore Dealer @ Schroder Unit Trusts Ltd
1992 -1995 Sales @ Flemings / Save & Prosper
Gavin Oakley Education
Professional Qualifications
(CeMAP (Distinction))
Professional Qualifications
(CF1; CF6)
Professional Qualifications
(AAT (Level 1))
Gavin Oakley Skills
French
Spanish
Investments
Alternative Investments
Wealth Management
Early Stage Investment
Tax-advantaged Investment Strategies
Fundraising
Start-ups
Private Equity
Venture Capital
Strategic Financial Planning
High Net Worth Individuals
Business Development
Investment Management
Asset Management
Portfolio Management
Equities
Financial Planning
Financial Services
Financial Advisory
Management
Investment Strategies
Wealth
Investment Advisory
Financial Markets
Inheritance Tax Planning
BPR
New Business Development
Start Ups
Tax Advantaged Investment Strategies
Gavin Oakley Summary
Gavin Oakley, based in London, GB, is currently a Strategic Partner Development at Stellar Asset Management Limited. Gavin Oakley brings experience from previous roles at AIS Capital Management Ltd, CSS Partners LLP, OWMC and TRI Investments Ltd. Gavin Oakley holds a Professional Qualifications. With a robust skill set that includes French, Spanish, Investments, Alternative Investments, Wealth Management and more. Gavin Oakley has 2 emails on RocketReach.
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