Jake Wellesley-Smith

Business Development for Private Clients & Charities at Standard Life Wealth

Jake Wellesley-Smith's Professional Contact Details

Email (Verified)
****@standardlifewealth.com
Location
Leeds, England, United Kingdom
Company
Standard Life Wealth
Person Seniority
entry
Person Functions
business development

Jake Wellesley-Smith's Current Company Details

Standard Life Wealth is a discretionary fund manager delivering client-focused solutions. Our aim is to help clients achieve their long-term financial goals and provide them with peace of mind that ...
Standard Life Wealth is a discretionary fund manager delivering client-focused solutions. Our aim is to help clients achieve their long-term financial goals and provide them with peace of mind that their assets are being expertly managed throughout their investment journey. We offer a compelling combination of high-quality investment solutions with institutional investment capabilities. We manage £6.8 billion of assets (as at 31/12/2016) and have extensive experience working directly with private clients, as well as financial advisers, accountants, solicitors, trustees and charities, both in the UK and internationally. To make investing with us as straightforward as possible, we have a network of investment professionals conveniently located across the UK. Our offices are in Edinburgh, London, Birmingham, Leeds and Bristol, and we also have a presence in the Channel Islands. Standard Life Wealth is a wholly owned subsidiary of Standard Life Investments (Holdings) Limited, one of the UK's leading asset managers. We share a close link with our parent, leveraging its institutional investment capabilities and global research for the benefit of clients. The key strengths we believe underpin our business include global investment expertise, exceptional client service, solid long-term performance and a breadth of investment solutions that allow us to meet the needs of our diverse client base. Content shared by Standard Life Wealth is intended for Investment Advisers and other investment professionals, Professional Advisers, and Professional Trustees. As with any form of investing, a client's capital is at risk and they may get back less than they invested.
Founded Year
2008
Organization Website
standardlifewealth.com

Job Functions

Business Development
Operations
Finance
wealth management
finance
investment management

Jake Wellesley-Smith's Work History and Education

Standard Life Wealth
Business Development for Private Clients & Charities
2013 - Present

Colleagues at Standard Life Wealth

Client Portfolio Managers Assistant
Operational Control & Reporting Analyst
Business Delivery Analyst
Client Portfolio Manager

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