JONATHAN MARTIN
Angestellt, International Wealth Manager, Swiss Global Consulting
Zurich, Schweiz
Werdegang
Berufserfahrung von JONATHAN MARTIN
Bis heute 10 Jahre und 2 Monate, seit Aug. 2014
International Wealth Manager
Swiss Global Consulting
I look after international clients who have lived here for a number of years or who have perhaps just arrived. I specialise in Personal Financial Planning, Investments and Portfolio Management for expatriates and international clients alike, specialising in areas such as Frozen Pension Transfers from the UK and across Europe through QROPS, IHT planning for UK nationals, providing services for US nationals around pension planning, and HNW individuals through more bespoke financial structuring.
7 Jahre und 5 Monate, Apr. 2007 - Aug. 2014
Owner of MM Sports Consultants
MM Sports Consultants
I was a sports consultant working initially in the football and rugby and darts industry advising various clubs from all levels from Premier League to West Midlands League and professional organisations and players on financial and commercial issues.
4 Jahre und 1 Monat, Apr. 2003 - Apr. 2007
Owner of Martin Mortgages Ltd
Martin Mortgages Ltd
A financial services business advising clients on lending and insurance related issues.
16 Jahre und 8 Monate, Sep. 1986 - Apr. 2003
Manager
Nat West Bank plc
Various managerial roles in a British High Street bank ranging from a Branch Manager to a Compliance and Lending Manager to project management roles in setting up and managing telephony lending centres
Ausbildung von JONATHAN MARTIN
9 Jahre und 11 Monate, Sep. 1976 - Juli 1986
Oswestry School
3 A Levels, 1 AO Level, 11 O Levels
Sprachen
Englisch
-
Deutsch
-
Französisch
-