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Adam Heyes

Adam Heyes

Followers of Adam Heyes545 followers
location of Adam HeyesBristol, England, United Kingdom

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  • Timeline

  • About me

    Investment Manager at LGT Wealth Management

  • Education

    • Nottingham Trent University

      2010 - 2014
      Bachelor's Degree Business, Psychology

      Activities and Societies: Football, Squash Business, Psychology and Education

    • City College Plymouth

      2008 - 2010

  • Experience

    • Nottingham Trent University

      Jan 2011 - Sept 2014

      • Sport and Fitness Facility Assistant

        Mar 2014 - Sept 2014

      • Sports Facility Assistant/Stand in Duty Manager Part Time

        Jan 2011 - Mar 2014

    • The Dairy

      Apr 2013 - Jun 2013
      Intern, 6 Weeks

    • Interserve

      Sept 2014 - Nov 2014
      Workplace Support Assistant

      As a Workplace Support Assistant within Boots head office for FM Solutions, part of the Interserve Group. Acting as the first point of call for customers.Maintaining good working relationships with the clients.

    • J Edward Sellars

      Jan 2015 - Sept 2018
      Investment Manager

      - Investment Management and Financial Planning.- Portfolio Management & Asset Allocation- Member of the Investment Committee- Integrating new client acquisitions- Development of client assets - Contributing to Marketing and Business Development

    • Abrdn

      Oct 2018 - Sept 2023
      Client Portfolio Manager

    • LGT Wealth Management

      Sept 2023 - now
      Investment Manager

  • Licenses & Certifications

    • CISI Level 6 in Private Client Investment Advice & Managment

      The Chartered Institute for Securities & Investment (The CISI)
      Apr 2021