Michael Kent

Investment Manager @Rathbones

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

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WORK HISTORY

Mar 2023 — Present

Investment Manager @Rathbones

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Edinburgh, GB

As a Chartered Wealth Manager I am responsible for investment decisions and building client relationships, helping to achieve client\'s financial objectives through an integrated wealth management service. My area of specialism is offering bespoke solutions through portfolio construction to suit clients\' personal circumstances, with a particular interest in Sustainable Investment.Founded by Quakers in 1720, Rathbones offer a fully integrated Wealth Planning and Investment Management service. Our most important asset is the trust our clients place in us to manage their affairs, and we strive to earn this by putting the values of Honesty, Integrity, and Independence at the heart of what we do every day.My clients include High Net Worth individuals and families, entrepreneurs and business owners, charities, pensions, and trusts. I also have experience with Alternative (AIM) investments.

EDUCATION

2009 — 2013

University of St Andrews

Bachelor of Science (BSc Hons), Physics

SKILLS

BudgetsPowerpointMicrosoft ExcelWritten & Oral Presentation SkillsPublic Speaking and Formal WritingTime ManagementEvents OrganisationTeamwork and LeadershipManagementAnalysisProject CoordinationProblem SolvingNumeracyWealth ManagementPortfolio ManagementIT Ability and SupportInvestments

ABOUT MICHAEL KENT

I am a Chartered Wealth Manager working with Private Clients, Financial Advisers, Charities, and other Entities to help realise their financial goals. I am based in Edinburgh but provide support and guidance to clients across the United Kingdom, helping with the management of investments, financial advice, alternative investments, lending, and philanthropy. I have a specialisation in Sustainable Investment.

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Michael Kent — Investment Manager at Rathbones in Edinburgh, GB | Unifers