Luke Handley Email & Phone Number
Executive Wealth Manager @ deVere & Partners Switzerland SA
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Luke Handley Location
- Zurich, Switzerland
Luke Handley Work
- Executive Wealth Manager @ (March 2018 - Present)
- Senior Finance Specialist @ (March 2015 - March 2018)
Luke Handley Education
- Suffolk One
(IOD Member, Rotary Public Speaking, Business development projects)
Luke Handley Skills
- Ethical Decision Making
- Regulatory Compliance
- Trade Compliance
- Socially Responsible Investing
- Regulatory Analysis
- Regulatory Documentation
- Regulatory Guidelines
- General Insurance
- Whole Life Insurance
- Term Life Insurance
- Insurance Planning
- Irrevocable Life Insurance Trusts
- Wealth Preservation Planning
- Intergenerational Wealth Transfer
- Family Wealth Management
- Asset Protection
- UK State Pension Advice
- Transitional Protection (LTA) Types
- Self-Invested Personal Pension (SIPP)
- Defined Benefit Pension Analysis
- Defined Contribution Pension Analysis
- UK Lifetime Allowance Advice
- UK Pension Advice
- Wealth Management
- Customer Relationship Management (CRM)
- Inheritance Tax Planning
- Investment Management
- Retirement Planning
- Education Planning
- Uk Pension Planning
- Customer Service
- Management
- Customer Experience
- Research
- Project Management
- Sales
- Customer Retention
- Business Development
- Sales Process
- Customer Satisfaction
- Microsoft Excel
- Microsoft Word
- PowerPoint
- Leadership
- Public Speaking
- Negotiation
- Wado ryu Karate
Luke Handley Summary
- Luke Handley, based in Zurich, Switzerland, is currently a Executive Wealth Manager at deVere & Partners Switzerland SA. Luke Handley brings experience from previous roles at Jardine Matheson. Luke Handley holds a Suffolk One. With a robust skill set that includes Ethical Decision Making, Regulatory Compliance, Trade Compliance, Socially Responsible Investing, Regulatory Analysis and more. Luke Handley has 2 emails and 2 mobile phone numbers on RocketReach.
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