Chartered Fcsi Clive Worlock

Clive Worlock, Chartered FCSI has over 30 years of experience in financial services. Clive started their career at Fleming Private Asset Management Ltd as a Director from 1990 to 2000. Clive then joined BNP Paribas Wealth Management as a Senior Portfolio Manager from 2000 to 2010. There, they utilized their expertise in Bloomberg to construct data-driven models and create global client portfolios. Currently, Clive works at Charles Stanley & Co. Limited, where they have held the roles of Senior Investment Manager from 2011 to 2016, and is currently serving as the Director of Private Clients. In this role, they work directly with clients or their trusted advisors, utilizing their expertise in managing assets and assisting clients in achieving their financial goals.

Clive Worlock, Chartered FCSI, has pursued a comprehensive education in various fields, primarily focusing on business administration, investments, securities, financial planning, and services. Their education history includes completing a Professional Diploma in Management from The Open University between 1990 and 1992. Prior to that, they obtained a Certificate in Investments and Securities from the London Stock Exchange from 1983 to 1986. Furthermore, Clive Worlock achieved Taxation and Investment certificates from the Institute of Bankers from 1978 to 1982. As for their earlier education, they attended Churchers College Petersfield from 1971 to 1978, where they pursued General Studies. Additionally, Clive Worlock possesses the designation of Chartered FCSI, which they acquired from The Chartered Institute for Securities & Investment (The CISI). Unfortunately, the specific dates they obtained this certification were not provided.