James Peer Email
Investment Manager @ Ascot Lloyd Investment Management
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James Peer Location
- Glasgow, GB
James Peer Work
- 2022 -now Investment Manager @
- 2022 -now Investment Manager @
- 2018 -2022 Independent Financial Adviser @
- 2014 -2017 Financial Planner @
- 2009 -2014 Assistant Vice President - Investment Adviser @
- 2008 -2009 Analyst @ Barclays Stockbrokers
James Peer Education
- The Chartered Institute for Securities & Investment (The CISI)
Chartered Wealth Manager (Wealth Management)
2018-2021 - CFA Institute
CFA level 3 - Pass (International Finance - Investment Management & Analysis)
2015-2016 - CFA INSTITUTE
CFA Level 2 - Pass (International Finance)
2014-2015 - CFA UK
Investment Management Certificate (Level 4) (Investments and Securities)
2011-2014 - The Open University
Bachelor of Science (BSc) (Accounting and Finance)
2008-2012 - CFA Institute
CFA Level 1 - Pass (International Finance)
2011-2011 - Chartered Institute of Bankers Scotland
Proffesional Banker Certificate (Finance, General)
2010-2010 - Association of Accounting Technicians (AAT)
(Cert. Acc.)
2008-2009 - Glasgow University
(Bacc) Accounting & Finance (Accounting and Finance)
2003-2007
James Peer Summary
- James Peer, based in Glasgow, GB, is currently a Investment Manager at Ascot Lloyd Investment Management. James Peer brings experience from previous roles at Ascot Lloyd Investment Management, Ascot Lloyd, Bellpenny and Barclays Wealth and Investment Management. James Peer holds a 2018 - 2021 Chartered Wealth Manager in Wealth Management @ The Chartered Institute for Securities & Investment (The CISI). James Peer has 1 emails on RocketReach.
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