Peter Shaw Email & Phone Number
Adviser Development and Growth Manager @ St. James's Place Wealth Management - Shanghai
Peter Shaw Location
Dubai, AE
Peter Shaw Work
- 2024 - now Adviser Development and Growth Manager @ St. James's Place Wealth Management - Shanghai
- 2024 - 2024 Executive Wealth Manager @ GWM
- 2023 - 2024 Director - Wealth Planning @ Globaleye
- 2022 - 2023 Senior Wealth Manager @ Hoxton Wealth
- 2021 - 2022 CEO and GM - Genesis Insurance Brokers LLC @ Genesis Insurance Brokers LLC
- 2022 - 2022 Non Executive Director @ I.W.G Interwealth Group - Cyprus
- 2018 - 2022 CEO - Dubai, Chartered FCSI - PTPA, DipPFS, LLB (Hons) @ International Financial Advisory Firm
- 2008 - 2018 Wealth Manager, Chartered MCSI, LLB(Hons) @ Mondial (Dubai) LLC
- 2007 - 2008 Intermediary Account Manager @ Salt Finance
- 2002 - 2007 Business Development Manager @ Norwich and Peterborough Building Society
Peter Shaw Education
- The Chartered Institute for Securities & Investment (The CISI)
(DIFC Rules & Regulations)
2022 - 2022 - Chartered Institute for Securities & Investment
(Level 6 Certificate in Pension Transfers & Planning Advice (PTPA))
2019 - 2019 - Chartered Insurance Institute
(AF7 Pension Transfers)
2019 - 2019
- Chartered Insurance Institute
Diploma In Financial Planning - DipPFS
2019 - 2019 - Chartered Insurance Institute
(Certificate in Advanced Mortgage Advice (CertSMP))
2019 - 2019 - Chartered Institute for Securities & Investment
(Islamic Financial Qualification)
2018 - 2018 - Chartered Institute for Securities & Investment
(Operational Risk)
2018 - 2018 - Chartered Institute for Securities & Investment
(International Certificate in Advanced Wealth Management)
2017 - 2017 - Chartered Institute for Securities & Investment
(Certificate in Global Securities)
2017 - 2017 - Chartered Institute for Securities & Investment
(Investment Operations Certificate)
2017 - 2017
Peter Shaw Skills
- QROPS
- Financial Advisory
- Customer Relationship Management Crm
- Independent Financial Advice
- Banking
- Employee Benefits
- SIPP
- Pensions
- Estate Tax Planning
- Corporate Benefits
Peter Shaw Summary
Peter Shaw, based in Dubai, AE, is currently a Adviser Development and Growth Manager at St. James's Place – Asia & Middle East. Peter Shaw brings experience from previous roles at Skybound Wealth Management, Globaleye, Hoxton Capital Management and Genesis Insurance Brokers LLC. Peter Shaw holds a 2022 - 2022 The Chartered Institute for Securities & Investment (The CISI). With a robust skill set that includes QROPS, Financial Advisory, Customer Relationship Management Crm, Independent Financial Advice, Banking and more. Peter Shaw has 2 mobile phone numbers on RocketReach.
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