Portfolio Construction Theory in Wealth Management
(CISI Level 7 Diploma in Wealth Management)
2015 - 2016
Investment Advice Diploma (IAD)
(Chartered Institute for Securities & Investments (CISI) level 5 qualification)
2015 - 2015
Investment Advice Diploma (IAD)
(Chartered Institute for Securities & Investments (CISI) level 4 qualification)
2014 - 2015
University of Leicester
Bachelor's Degree (English Language and Literature)
2007 - 2011
Merchiston Castle School
2000 - 2006
Jonathan Mcsi Skills
Investments
Portfolio Management
Finance
Financial Risk
Wealth Management
Financial Advisory
Tax
New Business Development
Pensions
Investment Management
Jonathan Mcsi Summary
Jonathan Mcsi, based in Edinburgh, GB, is currently a Investment Manager at RBC Brewin Dolphin. Jonathan Mcsi brings experience from previous roles at CAERUS Capital Group and Nottingham Rugby. Jonathan Mcsi holds a 2016 - 2016 Applied Wealth Management. With a robust skill set that includes Investments, Portfolio Management, Finance, Financial Risk, Wealth Management and more. Jonathan Mcsi has 1 emails on RocketReach.
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