Consulting

Walker Crips

Walker Crips' headquarters in London, United Kingdom

The York office focuses on investment management and financial planning, supporting client needs and portfolio development.

York

Yasin Miah

Christian Dougal

James Hiett Cams, McSi

Wesley Coultas

Craig Harrison

Llb Kameka McLean (Hons)

Brett Cimmering

Michelle See

Tai Li

John Eden

Godwin Uba

Joe Simpson

James Richards

Edward F.

Nigel Skelton

Preeta Kudalkar

Regan Caddock

Morgan McCarthy

Karolina Tattersall

Iris Prioux

Ben Potter

Crispin Cripwell

Shane Bennett Chartered Fcsi

Rachel Blythe

Charles Cavendish Fpfs

Ronan Gelling

Matthew Crawshaw FPFS

Patrick Thornton CGMA

Nick Lee

Bobbie Phan

Stephanie Bryant

Stephanie Fox

James Gillespie

Bhumi Sanders

Alan Lai

David Gelber

Martin Wright

Hua Min Lim

Clive Bouch 

The Investment Operations team at Walker Crips is responsible for managing and overseeing the execution of investment processes, including corporate actions and compliance monitoring. They ensure smooth operations across investment management by providing support to investment managers and client services, while also focusing on regulatory adherence and efficiency in financial transactions. Their collaborative efforts facilitate effective portfolio management and enhance client satisfaction.

Investment Operations

The Investment Management team at Walker Crips is responsible for developing and overseeing investment strategies to optimize client portfolios. Led by the Finance Director and supported by the Head of Model Portfolios and Head of Investment Strategy, the team analyzes market trends, manages risk, and ensures compliance while delivering tailored investment solutions to meet client goals.

Investment Management

The Technology and Development Team at Walker Crips is responsible for designing, implementing, and maintaining the company's IT infrastructure and software solutions. Focused on enhancing operational efficiency and supporting investment management processes, the team develops innovative tools that facilitate data analysis, client interaction, and overall service delivery in the finance sector. They collaborate closely with various departments to ensure technology aligns with business goals and regulatory requirements.

Technology and Development Team

This department is responsible for creating and managing financial plans to help clients achieve their financial goals.

Financial Planning

The Investment Operations team at Walker Crips is responsible for ensuring the seamless execution of investment transactions and the management of client portfolios. They handle trade processing, client communications, and operational support, working closely with investment analysts and client managers to optimize investment performance and enhance client satisfaction. Their efforts facilitate efficient administration of structured investments and alternative investment products.

The Compliance and Risk Management team at Walker Crips is responsible for ensuring adherence to regulatory standards and internal policies across all financial services offered. They identify and mitigate risks related to financial crime, conduct thorough Know Your Customer (KYC) assessments, and implement compliance protocols to protect the company and its clients. Their efforts safeguard the firm's reputation while promoting a culture of ethical practices within the organization.

Compliance and Risk Management

Walker Crips

Org chart

Board & advisors

Teams

Investment Operations

Investment Management

Technology and Development Team

Financial Planning

Investment Operations

Compliance and Risk Management

Offices

Walker Crips

Org chart

Board & advisors

Teams

Investment Operations

Investment Management

Technology and Development Team

Financial Planning

Investment Operations

Compliance and Risk Management

Offices

Related companies