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Ralf De Sa

Ralf De Sa

Relationship Manager

Followers of Ralf De Sa295 followers
location of Ralf De SaGreater London, England, United Kingdom

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  • Timeline

  • About me

    Executive Director at Coutts & Co

  • Education

    • Cambridge Judge Business School

      2012 - 2012

  • Experience

    • Barclays Premier Banking UK

      Sept 1986 - Sept 1996
      Relationship Manager

    • Barclays Wealth Management

      Sept 1996 - Sept 2004
      Senior Relationship Manager & Team Leader

    • Coutts

      Sept 2004 - now
      Executive Director

      I look after UHNW clients who are UK Resident Non Doms and Non Resident Non Doms and advise them on their holistic wealth planning and investment needs both in their personal names as well as in any legal entity or structure. This includes any philanthropic or charitable interests that they may have.

  • Licenses & Certifications

    • Chartered FCSI

      Chartered Institute for Securities & Investment
      Jan 2017

    • Private Client Investment Advice & Management

      Chartered Institute for Securities & Investment
      Jan 2012

    • CeMap

      Institute of Financial Services
      Jan 1998

    • Investment Advice Certificate

      Chartered Institute for Securities & Investment
      Jan 1996