![Roger Clark](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Roger Clark is a Head of Wealth Management at Brown, Shipley & Co. Ltd. He joined Brown Shipley in 2014, he advises in all areas of wealth planning, including risk management, investment, retirement solutions and estate planning.
He has particular experience advising families, helping with the protection of their wealth and how to pass it tax efficiently to the next generation.
He is a Chartered Tax Adviser, both a Chartered and Certified Financial Planner and Fellow of the Chartered Institute for Securities & Investment.
Anciens postes connus de Roger Clark
| Sociétés | Poste | Fin |
|---|---|---|
Brown, Shipley & Co. Ltd.
 Brown, Shipley & Co. Ltd. Investment ManagersFinance Brown Shipley creates an investment plan that is adaptable and reflects client’s attitudes and aspirations. The firm has five investment profiles – cautious, income, balanced, growth and dynamic – which cover a broad range of personal objectives and investment approaches. Their investment types and asset classes include equities, fixed income, bonds, cash, collectives, alternatives and structured products. The investment policy committee oversees the firm’s research and asset management. | Responsable de la banque privée | 01/03/2016 |
Expériences
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Entreprise privées
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Brown, Shipley & Co. Ltd.
Brown, Shipley & Co. Ltd. Investment ManagersFinance Brown Shipley creates an investment plan that is adaptable and reflects client’s attitudes and aspirations. The firm has five investment profiles – cautious, income, balanced, growth and dynamic – which cover a broad range of personal objectives and investment approaches. Their investment types and asset classes include equities, fixed income, bonds, cash, collectives, alternatives and structured products. The investment policy committee oversees the firm’s research and asset management. | Finance |
