Jack Rawcliffe Email & Phone Number
Fund Analyst @ EFG Private Bank
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Jack Rawcliffe Location
- London, GB
Jack Rawcliffe Work
- 2022 -now Fund Analyst @
- 2018 -2022 Senior Equity Fund Analyst @
- 2016 -2017 Investment Manager @
- 2014 -2016 Investment Analyst @
- 2011 -2014 Investment Analyst @
- 2010 -2011 Assistant Investment Analyst @
Jack Rawcliffe Education
- CFA Society of the UK
(Investment Management Certificate)
2010-2011 - University of Essex
Financial Economics
2007-2010 - CFA Institute
(CFA Charterholder)
2017
Jack Rawcliffe Skills
- Portfolio Management
- Financial Advisory
- Strategic Financial Planning
- Investment Strategies
- High Net Worth Individuals
- Investments
- Asset Management
- Pensions
- Wealth
- Investment Advisory
- Financial Analysis
- Asset Allocation
- Financial Services
- Mutual Funds
- Wealth Management
- Financial Planning
- Investment Management
- Wealth Management Services
- Asset Managment
Jack Rawcliffe Summary
- Jack Rawcliffe, based in London, GB, is currently a Fund Analyst at EFG Private Bank. Jack Rawcliffe brings experience from previous roles at Signia Wealth Limited, Holden & Partners - Independent Financial & Investment Advice and Fiducia Wealth Management Ltd. Jack Rawcliffe holds a 2010 - 2011 CFA Society of the UK. With a robust skill set that includes Portfolio Management, Financial Advisory, Strategic Financial Planning, Investment Strategies, High Net Worth Individuals and more. Jack Rawcliffe has 2 emails on RocketReach.
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