Joe Bateman is currently the Associate Director and Portfolio Manager at Coutts, where they focus on Client Investment Management. Joe has previously held various positions at NatWest, including Specialist Asset Finance Associate and Corporate Advisory Analyst, advising on capital structure and mergers and acquisitions. They possess CISI Investment Advice Diplomas in Securities and Financial Planning & Advice, as well as an IMC Level 4 qualification, and graduated with a 2.1 BSc(Hons) in Economics. Joe is also fluent in Spanish at an Intermediate (B2) level.
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