Alex Allen

Experience

• 

  University of Birmingham

  Jun 2012 - May 2013

  1st Team Tennis Captain
• 

  Premium Finance Group

  Jul 2012 - Aug 2012

  Summer Analyst

  One of thirty European students who travelled to Shanghai on the Europe China Strategic Alliance scheme. The programme included an intensive two week course at the Shanghai University of Finance and Economics. This was followed by an internship with a local company. For me this was with Premium Finance Group, a boutique wealth manager, investing money for local expats.

• 

  Brewin Dolphin

  Sept 2013 - now

  Member of an investment team with William Hepburne-Scott (Head of London) and Nicholas Demetriadi (Divisional Director). My role included managing portfolios across various asset classes and for a range of investment mandates and risk and return objectives. I am also heavily involved in developing and maintaining existing client relationships. One of two successful applicants on the Brewin Dolphin 2013 graduate scheme in the London office. Over the two year programme I completed the Level 4 CISI Investment Advice Diploma and the Level 7 CISI Chartered Wealth Manager Qualification, passing each of the six exams first time and the final paper with merit.

  • Assistant Director, Investment Management Division

    Feb 2020 - now

  • Investment Manager

    Sept 2015 - Feb 2020

  • Trainee Investment Manager

    Sept 2013 - Aug 2015