Ben Ryecroft

Ben Ryecroft

Followers of Ben Ryecroft80 followers
location of Ben RyecroftGreater London, England, United Kingdom

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  • Timeline

  • About me

    Private Client Manager at Blevins Franks

  • Education

    • Chartered Institute for Securities and Investment

      2014 - 2015
      Investment Advice Diploma Investments and Securities Pass

      The IAD was specifically developed to comply with the examination standards of the RDR and it appears on the FCA’s Appropriate Qualification tables. It provides a sound grounding in UK financial services and consumer relationships, macro-economic environment, settlement, safe custody and prime brokerage, exchange traded futures and options and financial protection.

    • Chartered Institute for Securities & Investment

      2015 - 2017
      Chartered Wealth Manager Investments and Securities Pass

      The Chartered Wealth Manager Qualification is a postgraduate level specialist qualification which encompasses the breadth of knowledge needed to provide a highest quality service to clients. It is a progressive qualification comprised of three units, Financial Markets, Portfolio Construction Theory and Applied Wealth Management. It provides a sound grounding in economics and interpretation of economic statistics, financial statements, investment analysis, portfolio construction and applied… Show more The Chartered Wealth Manager Qualification is a postgraduate level specialist qualification which encompasses the breadth of knowledge needed to provide a highest quality service to clients. It is a progressive qualification comprised of three units, Financial Markets, Portfolio Construction Theory and Applied Wealth Management. It provides a sound grounding in economics and interpretation of economic statistics, financial statements, investment analysis, portfolio construction and applied wealth management. Show less

  • Experience

    • Quilter Cheviot Ltd

      Jan 2014 - now
      • Investment Manager

        Aug 2017 - now
      • Trainee Investment Manager at Quilter Cheviot

        Jan 2014 - Jul 2017
    • Blevins Franks

      Aug 2021 - now
      Private Client Manager
  • Licenses & Certifications

    • Chartered Wealth Manager

      Chartered Institute for Securities & Investment
      Aug 2017