Malcolm Cuthbert

Malcolm Cuthbert

Chairman of Financial Services and Director of Sales

Followers of Malcolm Cuthbert225 followers
location of Malcolm CuthbertGreater London, England, United Kingdom

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  • Timeline

  • About me

    Director, Rollo Wealth Management Ltd►Changing clients financial lives for the better

  • Education

    • Haileybury and Imperial Services College

      1972 - 1977
      History, Biology and English
    • University of St. Andrews

      1977 - 1981
      MA Hons Medieval and Modern History
  • 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.

  • Licenses & Certifications

    • PFS Diploma

      The Personal Finance Society
      Jan 2002