Matthew Chartered's Location
London, England, United Kingdom
Matthew Chartered's Work
- Head of Assurance and Core Compliance @ Evelyn Partners
- Head of Assurance @ Evelyn Partners Channel Islands
- Head of Compliance Monitoring @ Tilney Group
- Compliance Monitoring Manager @ Tilney Group
- Investment Management Compliance Monitoring Officer @ Tilney Group
- Director, Investment Advisory @ Tilney
- Director, Investment Advisory @ Saga Investment Services
Matthew Chartered's Education
- CISI
Masters in Wealth Management (level 7) (Wealth Management)
2013 - 2015 - CISI
Private Client Investment Advice & Management (level 6) (Pass with Merit)
2012 - 2013 - CISI
Investment Advice Diploma (level 4)
2010 - 2011
- The University of Kent
Bachelor of Arts (B.A.) (English & American Literature)
2007 - 2010 - Southend High Grammar School for Boys2000 - 2007
Matthew Chartered's Skills
- Investments
- Wealth Management
- Investment Advisory
- Securities
- Financial Risk
- Joint Ventures
- Management
- Customer Service
- Microsoft Office
- Microsoft Excel
Matthew Chartered's Summary
Matthew Chartered, based in London, England, United Kingdom, is currently a Head of Assurance and Core Compliance at Evelyn Partners, bringing experience from previous roles at Evelyn Partners and Tilney Group. Matthew Chartered holds a 2013 - 2015 Masters in Wealth Management (level 7) in Wealth Management @ CISI. With a robust skill set that includes Investments, Wealth Management, Investment Advisory, Securities, Financial Risk and more, Matthew Chartered contributes valuable insights to the industry. Matthew Chartered has 1 email on RocketReach.
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