Certificate in Financial Planning (CF1: UK Financial Services, Regulation & Ethics ; CF4: Retirement Planning)
2013 - 2013
The Institute of Financial Services (ifs) School of Finance
CeMAP
2013 - 2013
University of Leeds
BA (Hons) (History - 2:1)
2008 - 2011
Abingdon School
Oliver Morrison Skills
Wealth Management
Investment Management
Private Banking
Asset Allocation
Investment Strategies
Investment Research
Investment Performance
Risk Assessment
Relationship Management
Pensions
Oliver Morrison Summary
Oliver Morrison, based in London, England, GB, is currently a Portfolio Director at Cazenove Capital. Oliver Morrison brings experience from previous roles at Cazenove Capital and C. Hoare & Co.. Oliver Morrison holds a 2016 - 2017 The Chartered Institute for Securities & Investment (The CISI). With a robust skill set that includes Wealth Management, Investment Management, Private Banking, Asset Allocation, Investment Strategies and more. Oliver Morrison has 2 emails on RocketReach.
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