James Weston Email & Phone Number
Head of Insight - Switzerland @ Fundpath
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James Weston Location
- Canton of Zug, Switzerland
James Weston Work
- 2026 -now Head of Insight - Switzerland @
- 2022 -2026 Head of International Investor Relations @
- 2014 -2024 Touch Rugby player @
- 2019 -2022 Head of International Managed Solutions @
- 2015 -2019 Executive Director - International Distribution @
- 2014 -2015 Head of Affluent Distribution, Europe @
- 2011 -2014 My role was to oversee the distribution of locally compliant products across multiple European markets, working closely with advisers, banks, asset managers and the Generali Group. @
- 2004 -2011 Head of Global Strategic Relationships @
- 2002 -2004 Touch Rugby player @ Hong Kong Touch Rugby
- 2002 -2003 Rugby Player @
- 2000 -2003 Regional Manager, Asia @
- 1993 -2000 International Athlete @
- now Zurich @
- 1995 -1999 Senior Sales Consultant @
- 1993 -1995 Sales Consultant @ THE SCOTTISH LIFE ASSURANCE CO
James Weston Education
- Advanced Financial Planning - Tax and Trusts / Investment
- Financial Planning Certificate 1, 2 and 3
- The Leys School
- Welsh School of Architecture, Cardiff University
BSc (Architectural Studies)
James Weston Skills
- Financial Services
- Wealth Management
- Investments
- Banking
- Stakeholder Management
- Portfolio Management
- Asset Management
- Management
- Pensions
- Wealth
- Investment Advisory
- Insurance
- Risk Management
- Investment Strategies
- Savings
- Relationship Management
- Financial Advisory
- Financial Planning
- Equities
- Life Insurance
- Change Management
- Retirement Planning
- Private Banking
- Income Protection
- Asset Managment
- Project Management
- Mutual Funds
- Strategic Financial...
- Retirement
- Asset Allocation
- Financial Risk
- Coaching
- Alternative Investments
- Estate Planning
- Sales
- Strategic Financial
- Microsoft Office
- Strategic Financial Planning
- New Business Development
- Financial Analysis
James Weston Summary
- James Weston, based in Canton of Zug, Switzerland, is currently a Head of Insight - Switzerland at Fundpath. James Weston brings experience from previous roles at Findlay Park Partners LLP, Touch Switzerland and GAM. James Weston holds a Advanced Financial Planning - Tax and Trusts / Investment. With a robust skill set that includes Financial Services, Wealth Management, Investments, Banking, Stakeholder Management and more. James Weston has 2 emails and 1 mobile phone numbers on RocketReach.
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