2024 -now Chief Operating Officer (UK and Jersey) @
2022 -2024 Chief Operating Officer (UK) @
2019 -2022 Financial Professional and Board Advisor and Fintech Mentor and Consultant @ College Cross Consulting Ltd
2018 -2019 Head of UBS SmartWealth UK @
2016 -2018 Co-Head UBS SmartWealth @
2012 -2016 Executive Director @
2009 -2012 Director @
1996 -2009 Senior Investment Director @ Rensburg Sheppards
Nick Middleton Education
University of Plymouth
Business Studies
1994-1998
Uppingham School 1989-1994
Nick Middleton Skills
Wealth Management
Private Banking
Asset Management
Investments
Asset Managment
Equities
Financial Services
Investment Advisory
Investment Management
Portfolio Management
Trading
Alternative Investments
Asset Allocation
Investment Strategies
Financial Modeling
Sales
Business Development
Fixed Income
Wealth Management Services
Nick Middleton Summary
Nick Middleton, based in London, GB, is currently a MLRO (UK) at Oakglen Wealth. Nick Middleton brings experience from previous roles at Oakglen Wealth, College Cross Consulting Ltd and UBS. Nick Middleton holds a 1994 - 1998 Business Studies @ University of Plymouth. With a robust skill set that includes Wealth Management, Private Banking, Asset Management, Investments, Asset Managment and more. Nick Middleton has 2 emails on RocketReach.
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