John Turner
Project Manager @AFH Wealth Management
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WORK HISTORY
Project Manager @AFH Wealth Management
EDUCATION
Kingston University
BSc (Hons), Information Systems Design
SKILLS
ABOUT JOHN TURNER
John has extensive experience of working with a range of wealth managers and private banks including St. James’s Place, Quilter, LGT Wealth Management, Rowan Dartington, Kleinwort Benson and EFG Private Bank. Experience of implementing business change on a range of transformation and regulatory projects requiring engagement with Product, Proposition, Marketing, Operations, Legal, Compliance, Risk and IT. Projects have encompassed HNW and Mass Affluent client segments requiring an understanding of the financial planning process, discretionary, advisory and execution-only services.Regulations implemented have included SDR, SFDR, Abolition of the Pension LTA, Vulnerable Client, Consumer Duty, MiFID II, UCITS, EMIR, AIFMD, CASS, Brexit, FATCA/CRS/CDOT and RDR.
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