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Aled Jones

Aled Jones

Investment Manager

Followers of Aled Jones63 followers
location of Aled JonesLlandudno, Gales, Reino Unido

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  • Timeline

  • About me

    Investment Manager/Rheolwr Buddsoddiad for Canaccord Genuity (Cyffordd Llandudno Junction)

  • Education

    • Coleg Meirion Dwyfor

      2005 - 2007
      A Levels

      Mathematics (Statistics)HistoryBusiness StudiesLaw (AS Level)

    • Ysgol Ardudwy

      2000 - 2005

      12 GCSEs

    • Chartered Institute for Securities & Investment

      2010 - 2012
      CISI Diploma

      Private Client Investment Advice & ManagementBond & Fixed InterestFund Management

    • Cardiff University / Prifysgol Caerdydd

      2007 - 2010
      Bachelor of Science - BSc Business Management

      Financial AccountingEconomicsOperations Management & LogisticsHuman RelationsMarketing

  • Experience

    • Hargreave Hale

      Jan 2010 - Jan 2017
      Investment Manager

      I was a founding member of Hargreave Hale's Collectives Research Department. We undertook extensive research and due-diligence on investment funds, including meetings with their respective managers, before deciding whether a fund could be added or retained on the company-wide Approved List. We covered all relevant sectors of the market, from Global Absolute Return to US Dollar High Yield Bonds.Following the success of the Approved List, I was responsible for establishing and running our Managed Funds Service, an in-house range of Fund of Funds. Exibir menos

    • Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man)

      Jan 2017 - now
      Investment Manager

  • Licenses & Certifications

    • Chartered Fellow

      Chartered Institute for Securities & Investment
      Jan 2011