Perfil
Mr. Matthew T.
Roche is an Associate Investment Director at Killik & Co. LLP.
Since joining the firm in 2011, he has been part of the Investment Management Team in Killik & Co’s Mayfair Head Office.
In this role he works with private individuals, families and trusts.
Central to his approach is the development of long term relationships with clients.
Combining his understanding of clients’ aims and constraints with his knowledge of markets, he constructs, manages and advises upon bespoke investment portfolios.
Mr. Roche also works alongside Killik & Co. Wealth Planning to ensure that investments are structured in a tax efficient manner.
Prior to 2011, he was a Chartered Surveyor and spent five years in the commercial property industry working for Knight Frank, DTZ and The Crown Estate.
Having looked at the financial services sector from the outside, he is alert to how daunting the terminology associated with the markets can be and works to break down this jargon barrier for clients.
Mr. Roche holds a BA (Hons) in Economics & Geography and a MSc in Real Estate, gained the CISI Chartered Wealth Manager Qualification in 2015.
Cargos activos de Matthew Thomas Roche
| Empresas | Cargo | Inicio |
|---|---|---|
Killik & Co. LLP
Killik & Co. LLP Investment ManagersFinance Killik is a growth-oriented manager. Through their stockbroking services the firm's clients can actively manage their own portfolio. They also offer structured investment products through their investment management service. | Gestor de Cartera-Acciones | 01/05/2011 |
ICS-digital LLP
ICS-digital LLP Miscellaneous Commercial ServicesCommercial Services Operates marketing agency | Director Ejecutivo | - |
Experiencias
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Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
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Administradores
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Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Killik & Co. LLP
Killik & Co. LLP Investment ManagersFinance Killik is a growth-oriented manager. Through their stockbroking services the firm's clients can actively manage their own portfolio. They also offer structured investment products through their investment management service. | Finance |
ICS-digital LLP
ICS-digital LLP Miscellaneous Commercial ServicesCommercial Services Operates marketing agency | Commercial Services |
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