James Gladstone Email & Phone Number
Head of Wealth Planning @ Cazenove Capital
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James Gladstone Work
- 2017 -now Head of Wealth Planning @
- 2012 -2017 Wealth Planning Director and Team Head @
- 2010 -2012 Executive Director - Head of Financial Planning @
- 2006 -2010 Financial Planning Director @ Rathbone Brothers Plc
- 2001 -2005 Account Manager @
James Gladstone Education
- Cardiff University / Prifysgol Caerdydd
Bsc (hons) (Economics & Management)
1995-1998 - Chartered Insurance Institute
Chartered Financial Planner
James Gladstone Skills
- Equities
- Hedge Funds
- Private Banking
- Portfolio Management
- Financial Planning
- Microsoft Excel
- Wealth Management
- Strategic Planning
- Team Leadership
- Financial Services
- Finance
- Investment Management
- Investments
- Sales
- Strategy
- Asset Allocation
- Alternative Investments
- Accounting
- Investment Strategies
- Strategic Financial Planning
- Asset Management
- Project Management
- Public Speaking
- Business Development
- Customer Service
- Project Planning
James Gladstone Summary
- James Gladstone, is currently a Head of Wealth Planning at Cazenove Capital. James Gladstone brings experience from previous roles at Cazenove Capital, UBS Wealth Management, Rathbone Brothers Plc and AXA. James Gladstone holds a 1995 - 1998 Bsc (hons) in Economics & Management @ Cardiff University / Prifysgol Caerdydd. With a robust skill set that includes Equities, Hedge Funds, Private Banking, Portfolio Management, Financial Planning and more. James Gladstone has 2 emails on RocketReach.
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