Guy Stephens

Technical Investment Director @Rowan Dartington

Bristol, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2016 — Present

Technical Investment Director @Rowan Dartington

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Overall responsibility for the Technical Support Team of Rowan Dartington. This team prepares investment illustrations for external financial advisers in the Signature business but also for the Partners within SJP. Provision of technical support for Signature IFAs when needed in terms of client meetings, periodic IFA sales meetings and seminars, client seminars and general technical presentational support. Provision of technical support for the Rowan Dartington International business involving the provision of investment management services to offshore IFAs including the SJP Asia business Writing of the Weekly Market Commentary for Rowan Dartington and other specific articles when requested.

EDUCATION

1985 — 1989

University of Brighton

BSc(Hons) 1st, Mathematics

SKILLS

Asset AllocationSecuritiesHigh Net Worth IndividualsFinancial AdvisoryWealth Management ServicesInvestmentsFundingFixed IncomeInvestment StrategiesPensionsNew Business DevelopmentTrustsFinancial RiskFinancial ServicesBondsPortfolio ManagementMutual FundsWealth ManagementHedge FundsInvestment ManagementAsset ManagementAlternative InvestmentsAsset ManagmentStrategic Financial PlanningInvestment AdvisoryEquitiesEtfs

ABOUT GUY STEPHENS

Experienced Investment Director with a demonstrated history of working in the investment…

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Guy Stephens — Technical Investment Director at Rowan Dartington in Bristol, GB | Unifers