Stephen Specialist Email
Head of Asset Management @ Swissential SA
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Stephen Specialist Location
- Nyon, VD, CH
Stephen Specialist Work
- Head of Asset Management @ (April 2019 - Present)
- Chartered Financial Planner @ Independent (September 2017 - Present)
- Partner @ (March 2016 - August 2017)
- Investment Consultant @ Andrews Hammond Brady (November 2007 - March 2016)
Stephen Specialist Education
- The Manchester Metropolitan University
Master's degree (Financial Planning and Business Management)
2016-2016 - Cardiff Metropolitan University
Bachelor's Degree (Business/Managerial Economics)
2003-2007
Stephen Specialist Skills
- Retirement Planning
- Inheritance Tax Planning
- Investment Theory
- Registered Investment Advisor
- Trusts
- Taxation of Trusts
- Personal Tax Planning
- Employee Benefits
- Investments
- Asset Allocation
- Pensions
- Retirement
- Financial Advisory
- Financial Planning
- Wealth Management
- Financial Services
- Portfolio Management
- Finance
- Investment Strategies
- Funding
- Pension Funds
- IHT
- High Net Worth Individuals
- Asset Management
- Investment Advisory
- Business Development
- Risk Management
- Mutual Funds
- Estate Planning
- Alternative Investments
- Insurance
- Banking
- Cash Flow Analysis
- Employee Training
- Financial Markets
- Equities
- Business Strategy
- Hedge Funds
- Financial Analysis
- Fixed Income
- Microsoft Office
- Project Management
- Private Banking
- Derivatives
- Investment Banking
- Investment Management
- Financial Risk
- Tax
- Estate Tax Planning
- Income Tax
Stephen Specialist Summary
- Stephen Specialist, based in Nyon, VD, CH, is currently a Head of Asset Management at Swissential SA. Stephen Specialist brings experience from previous roles at Independent, Saltus Private Wealth Management and Andrews Hammond Brady. Stephen Specialist holds a 2016 - 2016 Master's degree in Financial Planning and Business Management @ The Manchester Metropolitan University. With a robust skill set that includes Retirement Planning, Inheritance Tax Planning, Investment Theory, Registered Investment Advisor, Trusts and more. Stephen Specialist has 1 emails on RocketReach.
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