Robert Caplan Email & Phone Number
Co-Founder and Head of Private Office @ First Wealth LLP
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Robert Caplan Location
- London, GB
Robert Caplan Work
- 2009 - now Co-Founder and Head of Private Office @
- 2022 - now Co-Founder @
- 2004 - 2018 Director @
- 2002 - 2004 Financial Adviser @
Robert Caplan Education
- University of Leeds
BA(hons) International Studies
1999 - 2002 - Queen Elizabeth's School, Barnet 1991 - 1998
Robert Caplan Summary
- Robert Caplan, based in London, GB, is currently a Co-Founder and Head of Private Office at First Wealth. Robert Caplan brings experience from previous roles at Thrive Money, First Financial Intermediaries Ltd and AWD Chase de Vere. Robert Caplan holds a 1999 - 2002 BA(hons) International Studies @ University of Leeds. Robert Caplan has 1 emails and 1 mobile phone numbers on RocketReach.
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Top First Wealth LLP Employees
Peter Slot
Chartered Financial Planner
Oxford, GB
Charlotte Dippfs
Head of Client Relationship Management
Milton Keynes, GB
David Aaron
Head of Compliance
United Kingdom
Anthony Villis
Managing Director
London, GB
Thomas Symss
Technical Analyst
London, GB
Phoebe Ellis
Technical Analyst
United Kingdom
Brooke Davidson
Digital Marketing Executive
United Kingdom
Frazer Cronin
Head of Operations and Technical
United Kingdom
Charlie Hewlett
Client Relationship Manager
London, GB
Benjamin Brown
Chartered Financial Planner
United Kingdom
Natalie Weil
Marketing
London, GB
Humaira C.
Head of Client Experience
London, GB
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