Edward Davies
Edward Davies

Edward Davies

Senior Private Client Advisor

Edward DaviesEdward achieved a degree in International Banking and Finance and has since forged a successful career in Wealth Management.

A successful role at Henderson Global Investors gave Edward a strong foundation to move overseas, working both in Frankfurt and Hong Kong. Being a highly qualified adviser, Edward establishes strong relationships with his clients whom benefit from excellent service and portfolio management.

 

Edward’s specialties include:
– Highly Qualified Advisor with extensive experience in the GCC, UK, Hong Kong and internationally
– Expert independent financial advice and the ability to identify and source investments with the highest level of security and diversification.

Edward’s services include:

  • Portfolio Management
  • Offshore Account Setup
  • Short and Long-Term Tax Efficient Savings
  • Lump-Sum Investments
  • Children’s Education Planning
  • Inheritance Tax Planning
  • Forex Trading
  • Long/Short Selling
  • Offshore Trust Setup (Individual/Corporate)
  • Investment Trading
  • SIPPS, QROPS and QNUPS

Edward Davies
Senior Private Client Advisor

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