James Gladstone's Location
London, GB
James Gladstone's Work
- Head of Wealth Planning @ Cazenove Capital
- Wealth Planning Director and Team Head @ Cazenove Capital
- Executive Director - Head of Financial Planning @ New York Fitness
- Financial Planning Director @ Rathbones Group Plc
- Account Manager @ AXA
James Gladstone's Education
- Cardiff University / Prifysgol Caerdydd
Bsc (hons) (Economics & Management)
1995 - 1998 - Chartered Insurance Institute
Chartered Financial Planner
James Gladstone's Skills
- Equities
- Hedge Funds
- Private Banking
- Portfolio Management
- Financial Planning
- Microsoft Excel
- Wealth Management
- Strategic Planning
- Team Leadership
- Financial Services
James Gladstone's Summary
James Gladstone, based in London, GB, is currently a Head of Wealth Planning at Cazenove Capital, bringing 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 contributes valuable insights to the industry. James Gladstone has 3 emails on RocketReach.
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