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Jake Mclaughlin dipPFS EFA™

Jake mclaughlin dippfs efa™

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location of Jake Mclaughlin dipPFS EFA™Geneva, Geneva, Switzerland
Phone number of Jake Mclaughlin dipPFS EFA™+91 xxxx xxxxx
Followers of Jake Mclaughlin dipPFS EFA™6000 followers

  • Timeline

    Jun 2015 - Dec 2020

    Senior Wealth Manager

    deVere Group
    Doha, Qatar
    Dec 2020 - now

    Senior Wealth Manager

    deVere & Partners Switzerland SA
    Current Company
    May 2021 - now

    Executive Director

    deVere Portugal
    Porto, Portugal

  • About me

    Executive Director of deVere & Partners Portugal and Senior Wealth Manager at deVere & Partners Switzerland SA

  • Education

    • Longford international college

      2020 - 2020
      Diploma leadership in sport distinction

    • Grammar school at leeds

      2008 - 2010
      3 a-levels history, geography, physics

    • Grammar school at leeds

      2003 - 2008
      10 gcses grade a-c

      Activities and Societies: Active role in all sporting teams including, rugby, football & athletics, Public Speaking, Debating

    • Northumbria university

      2011 - 2015
      Environment engineering environmental engineering second class (upper division) honours degree

      Second Class (Upper Division) Honours Degree

    • Northumbria university

      2010 - 2011
      Further degree environmental engineering

      1st Class Honours

  • Experience

    • Devere group

      Jun 2015 - Dec 2020

      During my time as a TWA in Malta I worked extensively within the private client analyst role. Much of the analysis was focused around macro-economic strategy within our fund platform and foreign exchange strategy; ensuring clients were protecting their wealth as well has maximizing growth potential. In addition I spent time working within the advisory department, providing solutions for former Lehman Brothers UK employees including advice and valuations on frozen Lehman Brothers UK pensions.

      • Senior Wealth Manager

        Oct 2019 - Dec 2020

      • Wealth Manager

        Mar 2018 - Oct 2019

      • Wealth Management Consultant

        Dec 2015 - Mar 2018

      • Trainee International Wealth Advisor

        Jun 2015 - Dec 2015

    • Devere & partners switzerland sa

      Dec 2020 - now
      Senior wealth manager

    • Devere portugal

      May 2021 - now

      • Executive Director

        Jun 2024 - now

      • Area Manager

        May 2021 - Jun 2024

  • Licenses & Certifications

    • Charterd institute for securities and investments 1

      Chartered institute for securities and investment

    • European financial advisor

      Efpa europe │ european financial planning association

    • International certificate in wealth & investment

      Chartered institute for securities & investment (cisi)

    • Ro1 financial services, regulations and ethics

      Chartered insurance institute

    • Ro2 investment principles and risk

      Chartered insurance institute

    • Ro5 financial protection

      Chartered insurance institute

    • Ro4 - retirement & pensions

      Chartered insurance institute

    • Ro6 financial planning practice

      Chartered insurance institute

    • Ro3 personal taxation

      Chartered insurance institute