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John M.

John M.

Senior Wealth manager

Followers of John M.2000 followers
location of John M.Basel, Basel, Switzerland

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  • Timeline

  • About me

    Senior Wealth Manager, deVere and Partners Switzerland SA, the world's largest independent financial advisory firm

  • Education

    • St. Aloysius College

      -

    • Leeds Beckett University

      -

  • Experience

    • DeVere Group

      Jul 2010 - now
      Senior Wealth manager

  • Licenses & Certifications

    • International Certificate in Wealth Management (Certification in Wealth Management)

      Chartered Institute for Securities & Investments
      Apr 2011

    • Introduction to Securities & Investments (International)

      CHARTERED INSTITUTE for SECURITIES & INVESTMENTS
      Nov 2010

    • Article 24 Swiss Money Laundering Act (MLA)

      Polyreg
      Oct 2010

    • Guernsey Retirement Annuity Trusts (section 157A QROPS approved)

      Close Academy
      Mar 2010