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Perfil
Mr. James E.
Carter is a Client Director at Brown, Shipley & Co. Ltd. He manages portfolios for a diverse range of private clients.
He specialises in managing investments for individuals following a business sale, working with their other advisors to build and implement a bespoke wealth management strategy to meet their unique requirements.
He joined the firm in 2000.
He became a Private Client Director in 2007.
He completed a degree in Industrial Economics at The University of Nottingham.
He completed the Securities Institute Diploma in 2002.
Antiguos cargos conocidos de James Edward Carter.
| Empresas | Cargo | Fin |
|---|---|---|
Brown, Shipley & Co. Ltd.
 Brown, Shipley & Co. Ltd. Investment ManagersFinance Brown Shipley creates an investment plan that is adaptable and reflects client’s attitudes and aspirations. The firm has five investment profiles – cautious, income, balanced, growth and dynamic – which cover a broad range of personal objectives and investment approaches. Their investment types and asset classes include equities, fixed income, bonds, cash, collectives, alternatives and structured products. The investment policy committee oversees the firm’s research and asset management. | Gestor de Cartera-Acciones | 01/03/2020 |
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64
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1
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Empresas relacionadas
| Empresas privadas | 1 |
|---|---|
Brown, Shipley & Co. Ltd.
Brown, Shipley & Co. Ltd. Investment ManagersFinance Brown Shipley creates an investment plan that is adaptable and reflects client’s attitudes and aspirations. The firm has five investment profiles – cautious, income, balanced, growth and dynamic – which cover a broad range of personal objectives and investment approaches. Their investment types and asset classes include equities, fixed income, bonds, cash, collectives, alternatives and structured products. The investment policy committee oversees the firm’s research and asset management. | Finance |
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