James Weston Email & Phone Number
Head of Insight - Switzerland
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James Weston Location
- Zug, ZG, CH
James Weston Work
- Head of Insight - Switzerland @ Fundpath (April 2026 - Present)
- Touch Rugby player @ (January 2014 - July 2026)
- Head of International Investor Relations @ (February 2022 - March 2026)
- Head of International Managed Solutions @ (April 2019 - January 2022)
- Executive Director - International Distribution @ (July 2015 - April 2019)
- Head of Affluent Distribution, Europe @ (April 2014 - June 2015)
- Head of Bank Distribution @ (July 2011 - March 2014)
- Head of Global Strategic Relationships @ (April 2004 - July 2011)
- Touch Rugby player @ Hong Kong China Touch (January 2002 - January 2004)
- Rugby Player @ (January 2002 - January 2003)
- Regional Manager, Asia @ (January 2000 - January 2003)
- International Athlete @ (January 1993 - January 2000)
James Weston Education
- Advanced Financial Planning - Tax and Trusts / Investment
- Financial Planning Certificate 1, 2 and 3
- Welsh School of Architecture, Cardiff University
BSc (Architectural Studies)
- The Leys School
- Heath Mount School
James Weston Skills
- Alternative Investments
- Asset Allocation
- Change Management
- Coaching
- Equities
- Estate Planning
- Financial Advisory
- Financial Planning
- Financial Risk
- Income Protection
- Investment Advisory
- Investment Strategies
- Life Insurance
- Mutual Funds
- Pensions
- Private Banking
- Relationship Management
- Retirement
- Retirement Planning
- Risk Management
- Savings
- Stakeholder Management
- Strategic Financial Planning
- Wealth
- Financial Services
- Wealth Management
- Investments
- Banking
- Portfolio Management
- Asset Management
- Management
- Insurance
- Asset Managment
- Project Management
- Strategic Financial...
- Sales
- Strategic Financial
- Microsoft Office
- New Business Development
- Financial Analysis
James Weston Summary
- James Weston, based in Zug, ZG, CH, is currently a Head of Insight - Switzerland at Fundpath. James Weston brings experience from previous roles at Touch Switzerland, Findlay Park Partners LLP and GAM. James Weston holds a Advanced Financial Planning - Tax and Trusts / Investment. With a robust skill set that includes Alternative Investments, Asset Allocation, Change Management, Coaching, Equities and more. James Weston has 1 mobile phone numbers on RocketReach.
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