Max Smith

Experience

• 

  Barclays Wealth Management

  Feb 2017 - Feb 2017

  Wealth & Investment Banking Intern

  Throughout my time at Barclay's Wealth Management, I was involved in the following:• Shadowing private bankers, learning about how they go about interacting with clients and managing their investments.• Presented to staff on a wide range of asset classes and their differences

• 

  Lewes Depot cinema and restaurant

  Aug 2017 - Dec 2020

  Box Office Assistant
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  Foundation Financial Planning

  Jul 2021 - Aug 2023

  Graduate Wealth Manager

  At Foundation Financial Planning, I was involved in reviewing Clients’ portfolios, researching and monitoring the fund list extensively, as well as managing the bespoke investment portfolio service.I also sat on the investment committee, resulting in the responsibility of tailoring the fund list.

• 

  Rathbones Group Plc

  Sept 2023 - now

  Trainee Investment Manager

  At Rathbones, I work alongside and support several Investment Managers and Investment Directors, helping to provide bespoke investment solutions for a wide range of clients.My responsibilities include in-depth portfolio analysis, liaising with intermediaries to provide solutions for clients, as well as aiding in the construction of my team's model portfolios.