Stephen Jacques
Investment management
Areas of expertise
Discretionary portfolios for individuals, SIPPs, Trusts, Offshore Bonds, Charites and Corporates.
Experience
Stephen has over 23 years’ financial industry experience. Starting his career with the Clydesdale Bank, Stephen joined us in 2006 and leads the Portfolio Management team within the Scotland and Northern Ireland region. Stephen is also the Co-Chairperson of the firm’s Collective Investment Group.
Professional qualifications and memberships
Chartered Fellow of the Chartered Institute for Securities & Investments (CISI)
Chartered Wealth Manager
Member of the Chartered Banker Institute
Personal Interests
Active member of The Salvation Army, Theatre, Travel, Walks in the country.