Lance Peltz Email & Phone Number
CIO and Head of Investments @ Cavendish Ware
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Lance Peltz Location
- London, GB
Lance Peltz Work
- 2017 -now CIO and Head of Investments @
- 2015 -2016 Head of Manager Research @
- 2013 -2015 Executive Director, Fund Research Group @
- 2004 -2013 Director, Head of Manager Research (EMEA Pac) @
- 2000 -2004 Director @
- 1997 -2000 International Private Banking (IPB) - Head of Equities @
Lance Peltz Education
- The University of Sheffield
Bachelor's Degree (Biology/Biological Sciences, General)
1983-1986 - Latymer Upper School
Lance Peltz Skills
- Alternative Investments
- Equities
- Fixed Income
- Hedge Funds
- Asset Management
- Portfolio Management
- Investments
- Derivatives
- Wealth Management
- Mutual Funds
- Financial Markets
- Structured Products
- Asset Allocation
- Investment Banking
- Investment Strategies
- Global Tactical Asset Allocation
- Structured Finance
Lance Peltz Summary
- Lance Peltz, based in London, GB, is currently a CIO and Head of Investments at Cavendish Ware Wealth Management & Financial Planning. Lance Peltz brings experience from previous roles at Octopus Investments, Julius Baer and Merrill Lynch. Lance Peltz holds a 1983 - 1986 Bachelor's Degree in Biology/Biological Sciences, General @ The University of Sheffield. With a robust skill set that includes Alternative Investments, Equities, Fixed Income, Hedge Funds, Asset Management and more. Lance Peltz has 1 emails on RocketReach.
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Top Cavendish Ware Employees
Lance Peltz
CIO and Head of Investments
London, GB
David Tom
Associate Director
United Kingdom
David Healy
Associate Director
London, England, GB
Jenny Earl
Associate Director
United Kingdom
Richard Heath
Technical Director
Sheffield, GB
Kyle Mcsi
Financial Adviser
London, GB
Mathew Bonney
Associate Director
London, GB
Aaron Dippfs
Financial Planner
London, GB
Greg Reid
Director
London, GB
Sam Gerrish
Financial Adviser
London, GB
Adrian Ware
Chief Executive Officer
London, GB
Oliver Ross
Client support
Chelmsford, GB
Tim Grace
Financial Planner
United Kingdom
James Davis
Planner
London, England, GB
Ryan Dippfs
Financial Planner
London, GB
Sean Dippfs
Financial Planner
United Kingdom
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