Jake Wellesley-Smith
Client Development Director @Rathbones
Lancaster, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Oct 2020 — Present
Client Development Director @Rathbones
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Working to broaden the Rathbone client base across private clients, trusts and charities
EDUCATION
1992 — 1996
University of Bristol
2:1, French & Spanish with Portuguese
1986 — 1991
Winchester College
3 x A levels
SKILLS
Emerging MarketsCrmWealthAsset ManagementMergersBusiness StrategyBusiness DevelopmentWealth ManagementAsset ManagmentNew Business DevelopmentInvestment StrategiesManagementPortfolio ManagementMergersInvestment ManagementEquitiesInvestments
ABOUT JAKE WELLESLEY-SMITH
I work alongside our investment managers at Rathbones to help drive organic growth and…
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