Robert Jones
Senior Investment Manager @Esper Wealth
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WORK HISTORY
Senior Investment Manager @Esper Wealth
London, GB
Working with private clients to deliver investment solutions through property investment. Giving investment advice through structured reviews by showing investors how to structure their holding to minimise taxation. Delivering Extensive advice on succession planning and investment via trusts.
EDUCATION
University of Exeter
Bachelor of Science - BS
University of Exeter
Master's degree, Marketing/Marketing Management, General
ABOUT ROBERT JONES
An experienced commercial manager with extensive experience in investments, banking, and commercial lending. I possess an analytical mind and can find creative solutions to business problems.Currently, I am a Senior Wealth Manager for a property investment company based in Manchester. The company specialises in financial solutions for property investors to help them accomplish their investment goals.My expensive knowledge of investment management can be utilised by my clients to achieve increased investment returns whilst managing risk. I am very well versed in portfolio construction and possess the necessary qualification to deliver investment advice. If you would like to better understand property investments or portfolio construction then I am happy to offer my services. I have particular experience in commercial lending and development finance. I am well versed on matters of taxation pertaining to investment. This includes EIS and SEIS schemes as well as trusts and offshore investment.
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