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London, United Kingdom United Kingdom

Investment Specialist | Automated reporting | GIPS | MIFID 2 | UHNWI | Check6 | WealthTech | teacher Beh.Finance

Finance / Banking / Insurance

An all-round wealth management professional motivated by the challenge of starting and implementing new businesses together with highly skilled people. Working for a Fin-Tech (Check6) as Country Manager (UK and The Netherlands). Our completely automated and consolidated investment reports provide portfolio analytics and -insights helping our clients making sound financial decisions. For private investors, (multi) family offices and charities next to 'institutionalized' clients like private banks, asset managers and accountants. â–º Being curious and persistent I managed to work 30+ years for some well-known private banks and asset management firms helping set-up new departments (e.g tur...