Robin Wright

Executive Director - Senior Client Adviser @J.P. Morgan Private Bank

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

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WORK HISTORY

Oct 2023 — Present

Executive Director - Senior Client Adviser @J.P. Morgan Private Bank

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North, GB

I have over 20 years’ experience advising HNW/UHNW individuals in the Private Banking industry. Am delighted to work for J.P.Morgan Private Bank across Northern England bringing the phenomenal international Private Banking capability to the regional market that I have worked in my entire career.I have great pride in working with some of the region’s most successful entrepreneurs; established families; and foundations/charities.J.P. Morgan Private Bank offers products and services through JPMorgan Chase Bank, N.A, or any of its affiliates (together, J.P. Morgan), part of JPMorgan Chase & Co (JPM).Opinions and comments may not reflect those of J.P. Morgan or its affiliates. Content is intended for EMEA residents and should not be considered a recommendation or endorsement by J.P. Morgan for any product, service or strategy. J.P. Morgan does not provide tax or legal advice, and will not accept orders via messaging systems. J.P. Morgan is not responsible for third-party posted content. Experience, skills or awards are not indications of future results.Please read the Private Bank Legal Disclaimer (https://privatebank.jpmorgan.com/nam/en/disclosures/legal-disclaimer) and the Private Bank Social Media Disclosures (https://privatebank.jpmorgan.com/gl/en/disclosures/social-media-important-information).

EDUCATION

1996 — 2000

Loughborough University

Master of Science (MSc) Management and BSc Economics and Geography

SKILLS

Private BankingWealth ManagementHedge FundsPortfolio ManagementStructured ProductsEquitiesOperational RiskInvestmentsBankingInheritance Tax PlanningRisk ManagementBusiness StrategyChange ManagementFinancial RiskStakeholder ManagementDue DiligenceBusiness TransformationFinancial ModelingBusiness PlanningNew Business DevelopmentPensionsWealth Management ServicesInvestment AdvisoryAsset ManagmentHigh Net Worth IndividualsWealthStrategic Financial PlanningFinancial AdvisoryAsset AllocationInvestment ManagementIncome ProtectionRetirement PlanningMutual FundsHolistic Financial PlanningRelationship ManagementSippInvestment StrategiesFinancial ServicesFinancial PlanningAlternative Investments

ABOUT ROBIN WRIGHT

Executive Director, Senior Client Adviser - North

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Robin Wright — Executive Director - Senior Client Adviser at J.P. Morgan Private Bank in Leeds, GB | Unifers