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Experience · 3 entries
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Investments (1)
2025
Strategic Partnerships: Private Clients (Wealth Management)
Jun 2025
We are a global wealth management business founded in 1998. With a team of more than 100 people, we have assets under custody in excess of £6bn (£2bn of which is under management), represented by over 8,000 portfolios. Our values form the cornerstones of our business. We focus on long-term success and build relationships based on trust. This results in meaningful and lasting partnerships with both Private and Financial Intermediary clients.
The value of investments can go down as well as up.
2024
2020
Wealth Management Operations Lead Associate
Nov 2020
SS&C is a leading global provider of mission-critical, cloud-based software and solutions for the financial and healthcare industries. Named to the Fortune 1000 list as a top U.S. company based on revenue, SS&C (NASDAQ: SSNC) is a trusted provider to more than 23,000 financial services and healthcare companies, with over 27,000 employees and operations in more than 35 countries. Built upon a foundation of expertise, innovation and excellent customer service, SS&C powers some of the largest financial and healthcare firms in the world.
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ALPS Portfolio Solutions Distributor, Inc., ALPS Advisors, ALPS Funds and SS&C Technologies are affiliated. Distributed by ALPS Portfolio Solutions Distributor, Inc.
AN INVESTMENT IN THE FUNDS INVOLVES RISK, INCLUDING LOSS OF PRINCIPAL. AN INVESTOR SHOULD CONSIDER INVESTMENT OBJECTIVES, RISKS, CHARGES AND EXPENSES CAREFULLY BEFORE INVESTING. TO OBTAIN A PROSPECTUS, WHICH CONTAINS THIS AND OTHER INFORMATION, CALL 1.877.398.8461 OR VISIT WWW.ALPSFUNDS.COM. READ THE PROSPECTUS CAREFULLY BEFORE INVESTING.