Malcolm Cuthbert

Experience

• 

  Killik & Co

  Jul 2004 - Jul 2010

  Chairman of Financial Services and Director of Sales

  Establishment of the Killik and Co Sipp taking it from conception to delivery.Growing the assets under management within the Sipp 400% within 5 years.Product development of the Killik and Co Offshore Bond, ISA and other financial planning products.Management of financial planning within Killik and Co including all Compliance issues.Involvement of the Strategy Committee for the business.Spokesman for financial planning including TV and radio broadcasts.

• 

  Bordier & Cie (UK) PLC

  Mar 2011 - Aug 2011

  Director of Wealth Management

  Director of Wealth Management reporting into the CEO-Jamie MacLeod.

• 

  Rebus Group

  Jan 2013 - Jul 2013

  Head of Client Operations

  Headhunted to act as General Manager of a small start up company handling complex complaints.As an active member of the Leadership Team played an active role in the rapid growth and development of the business. Re-structured the client operations area to improve productivity and efficiency. Organised the relocation of the business to Lincolns Inn Fields.

• 

  St. James’s Place Wealth Management

  Dec 2014 - now

  Director of Rollo Wealth Management Ltd, Associate Partner Practice of

  St. James's Place Wealth Management is one of the UK’s leading wealth management organisations. As a company we specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.