Jake Wellesley-Smith

Jake Wellesley-Smith has a strong background in business development and client relationship management within the financial services industry. Jake has worked for companies like Rathbones Group Plc, Aberdeen Standard Capital, Newton Investment Management, Border Asset Management, and Lombard Street Research. Jake focuses on expanding client bases across private clients, trusts, and charities, and has demonstrated success in attracting new clients through various investment management services.