Tim G.

Tim G. has over 15 years of experience in the financial services industry. Tim began their career in 2003 as a Customer Services Officer at NatWest. Tim then moved to HM Treasury in 2005, where they worked as an Economist. In 2007, they joined FactSet as an Investment Banking Consultant. In 2009, they became a Relationship Manager - Wealth Management at Citi. In 2012, they joined Coutts as an Associate Director, Private Banker. From 2015 to 2018, they worked at Plurimi as an Associate Director, Partner. In 2018, they took on the role of Interim Consultant. Most recently, in 2019, they became Managing Director, Head of Strategic Partnerships and Director of Sales and Distribution at WiseAlpha.

Tim G. has an educational background in Economics from the University of Surrey. Tim also holds four certifications from the Chartered Institute for Securities & Investment (CISI): CeMAP, Certification for Financial Advisers, CeFA, PCIAM, and an Investment Management Certificate from CFA UK.