Team Head, Private Clients, London
Jeremy joined 7IM as a private client manager in 2014 from Barclays Wealth & Investment Management, where he worked as a banker looking after the investment, credit and banking needs of wealthy clients
Prior to Barclays, he spent nine years in a similar role at RBS Private Bank, with a particular interest in trust planning. He has over 30 years' experience and is a Chartered Member of the Chartered Institute for Securities and Investment and holds a Level 6 Private Client Investment Advice and Management qualification.
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