Mike Buffini

Mike Buffini

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Followers of Mike Buffini1000 followers
location of Mike BuffiniPanama City, Panamá, Panama

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  • Timeline

  • About me

    Chartered Wealth Manager helping Individuals and Businesses in growing and protecting their Wealth.

  • Education

    • Heversham Grammar

      1968 - 1975
  • Experience

    • Royal Marines

      Jan 1977 - Jan 1995
      Captain
    • Commando Training Centre Royal Marines

      Jan 1977 - Jan 1995
      Officer
    • Buffini Wealth Management

      Mar 1997 - Aug 2005
      Owner

      Ran my own Wealth Management company looking after over 200 clients internationally. Based in Brussels for 3 years then relocated to the sunnier climes of Spain before settling back in the Isle of Man. Managed client assets of around $30 million via Private Banking accounts, Trust structures and other offshore platforms.

    • The Capital International Group

      Jan 2005 - Jan 2008
      Head of Wealth Management

      Initially taken on by Capital International as a sales executive to develop private client business, but over the last 2 years was Head of Wealth Management and responsible for building up a sales team to specifically develop business-to-business solutions for the Company. Managed a team of 5 sales people and an administrator. Developed new concepts for the Company such as the Cash Liquidity Account (now S & P AAA rated and with over £40 million under management)) and tax efficient schemes for UK investors. Developed new links with IFA Groups and Life Companies in UK, Ireland, Isle of Man and Channel Islands through which the Company's products were distributed. Show less

    • Scout Ltd

      Jan 2008 - Dec 2014
      Partner

      We set up the Company to market and distribute innovative investment funds to asset managers, private banks, family offices and IFA's throughout Europe and the UK. We identify boutique alternative funds and bring them to the attention of these organisations to add to the diversity of their client portfolios.

    • Moore Stephens Financial Services Limited

      May 2010 - Dec 2014
      Director, Chartered Wealth Manager

      Mike is Director of Moore Stephens Financial Services Limited, providing investment solutions and service excellence to Moore Stephens’ clients. He services a range of local and international clients with a focus on asset management for high net worth individuals.Additionally, Mike is responsible for business development, working closely with member firms of Moore Stephens International Limited and other organisations to build relationships and to provide marketable solutions to corporate and private clients. Mike has over 25 years of experience in the financial services arena and has worked in a variety of locations including Hong Kong, Brussels and Spain, giving him a truly international perspective. He started his career as a Royal Marines Officer and has worked in finance since 1988. He joined Moore Stephens Isle of Man in May 2010.A Chartered Fellow of the Chartered Institute of Securities and Investments (“CISI”) he also successfully gained the Private Client Investment Advice & Management qualification which is a level 6 RDR exam. As a result of gaining the higher qualification Mike is now a Chartered Wealth Manager. Show less

    • St. James's Place Wealth Management – Asia

      Feb 2015 - Jan 2022
      Associate Partner

      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.

    • Chartered Institute for Securities & Investment (CISI)

      Nov 2015 - Dec 2021
      National Advisory Committee Singapore

      As a member of the NAC for the CISI in Singapore our aim is to assist in growing the membership in the APAC region; provide guidance and input in arranging CPD events that are current and highly relevant to all members and to build relationships with organisations promoting the benefits of membership and the qualifications that the CISI can bring to their employees. This committee is separate and distinct from St. James's Place Wealth Management.

    • Eight Wealth Management

      Dec 2021 - Feb 2024
      Chartered Wealth Manager
    • Indigo Wealth Management Group

      Feb 2024 - now
      Managing Partner
  • Licenses & Certifications

    • Chartered Wealth Manager

      Chartered Institute for Securities & Investment (CISI)
  • Honors & Awards

    • Awarded to Mike Buffini
      Chartered Wealth Manager CISI Sep 2013
  • Volunteer Experience

    • National Advisory Council Board Member - Singapore

      Issued by Chartered Institute for Securities & Investment (CISI) on Nov 2015
      Chartered Institute for Securities & Investment (CISI)Associated with Mike Buffini