Ian Chesham

Director @Barclays Private Bank

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

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WORK HISTORY

Oct 2006 — Present

Director @Barclays Private Bank

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Bristol, GB

My role is to advise and support clients over the course of a relationship that lasts many years. I see myself as a key enabler drawing on my experience, insight and forethought to help clients through change, challenges and capturing opportunities. I undertake a significant amount of work in Ethical, ESG, Sustainable, Responsible and Impact investing. I have created bespoke investment strategies, robust investment policies and provided lending facilities to many of my clients.

EDUCATION

1997 — 2000

University of Leeds

Bachelor's degree, Business Economics

2019 — 2019

CFA

Environmental, Social & Governance Investing

2000 — 2001

University of Leeds

Master of Science (MSc), International Marketing Management

SKILLS

Inheritance Tax PlanningMoney ManagementInvestmentsStockbrokingAsset ManagementWealth Management ServicesInvestment ManagementInvestment AdvisoryInvestment StrategiesWealth ManagementPrivate BankingStrategic Financial PlanningSharesPortfolio ManagementFinancial PlanningFinancial Planners

ABOUT IAN CHESHAM

I am the Senior Director of the Barclays Private Bank Charities and NFP team. I started my wealth management career in 2004 with Rensburg (now Investec). I joined Barclays in 2007 and have significant experience in Charity investments including Sustainable & Responsible Investment Strategies. I am a Chartered Fellow of CISI and a CFA holder in ESG investing.

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Ian Chesham — Director at Barclays Private Bank in Bristol, GB | Unifers