Bradley Tate ACSI currently serves as Client Services Executive Team Leader at Rothschild & Co, a position held since September 2022. Prior to this role, Bradley worked at Cazenove Capital from January 2018 to September 2022, where responsibilities included Client Services for DFM & MPS and MPS Operations Administrator. Before Cazenove Capital, Bradley was an Operations Control Analyst at Praemium, focusing on issue resolution and compliance with FCA rules, and previously an Operations Administrator involved in client processes. Additional experience includes roles at International Financial Data Services as Senior Investment Trust Settlements Associate and Senior Telephone Dealer, and at Lloyds Banking Group as Personal Banking Manager and Telephone Banker. Education was completed at Westcliff High School For Boys.
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