Brown Shipley | A Quintet Private Bank
Helen Whelan, CFA FRM, currently serves as the Chief Risk Officer at Brown Shipley | A Quintet Private Bank since March 2024. Prior to this role, Helen held various positions at LGT Wealth Management from June 2008 to March 2024, culminating in the position of Head of Risk, overseeing investment compliance and operational risk. Earlier experience includes roles at UBS as an Investment Assistant from June 2006 to June 2008. Helen's educational background includes a BSc in Mathematics from the University of Exeter, an MBA Essentials from The London School of Economics and Political Science, a Financial Risk Manager (FRM) certification from the Global Association of Risk Professionals, and a Chartered Financial Analyst (CFA) designation from the CFA Institute.
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Brown Shipley | A Quintet Private Bank
Brown Shipley are wealth managers, offering clients informed financial advice and tailored services on all aspects of wealth planning, investment management and lending. We manage wealth well. We endeavour to preserve and enhance the wealth of an individual today, tomorrow and for future generations. By putting our clients first and listening to their requirement we help them realise their ambitions. For over two centuries we have built our business on trust and evolved our offering to ensure clients continue to benefit from our experience and expertise. All our Wealth Management services are bespoke and delivered in a uniquely personal way. We offer comprehensive wealth management for clients who demand a high standard of personal service and who place high importance on long-term relationships. Our services cover: - Wealth Planning: - Investment Management: - Lending: We are a UK authorised bank with a very strong balance sheet and high capital adequacy ratios. The bank's business has and continues to be operated in a measured and conservative manner; this approach means our clients can trust us to act with informed responsibility. www.brownshipley.com Follow us: Twitter - @brownshipley Brown Shipley Social Media Disclaimer: http://www.brownshipley.com/social-media-disclaimer