head of institutional and wholesale uk - connecting investors to sustainable investment solutions from j safra sarasin sustainable asset management@ J. Safra Sarasin
London, England, United Kingdom
David Miles
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英国伦敦大学 - 皇家霍洛威学院
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FlashIntel GPTDavid Miles is a highly experienced professional with 27.4 years of work experience in investments, investment management, asset management, mutual funds, and sales. He has a strong background in the Financial Services industry, having worked at Legal & General (LGIM) and Eaton Vance. David's career has focused on leading the UK & Ireland sales efforts with Financial Institutions, where he played a crucial role in the UK & Ireland sales efforts. He is currently the Head Institutional and Wholesale UK at J. Safra Sarasin.
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About
I joined the Financial Services industry in 1995 directly after graduating from Royal Holloway University of London with a 2:1 in Ancient History.Following a stay of over 10 years at Legal & General (LGIM), the latter half of which was spent promoting LGIM Funds to London based Multi Managers, Discretionary Wealth Managers, Stock Brokers and Private Banks, in 2015 I joined Eaton Vance to lead the UK & Ireland sales effort with Financial Institutions. The role was expanded in 2017 to include SwitzerlandMore broadly, my goals are to continue to forge a successful career in mutual fund distribution; continue to build my knowledge through reading and other education; to be a good family man; enjoy exercise and life and one day to be a better golfer.
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head of institutional and wholesale uk - connecting investors to sustainable investment solutions from j safra sarasin sustainable asset management
Head of Institutional and Wholesale UK
David Miles's Professional Milestones
- Vice President - Regional Sales Manager (2001-10-01~2004-06-01): Driving revenue growth by implementing strategic sales initiatives and fostering strong client relationships.
- Vice President Business Development Director - Financial Institutions (2015-04-01~2021-04-01): Expanding financial institution operations through strategic partnerships and collaborations.
Education
Skill
Investments
Investment Management
Asset Management
Mutual Funds
Sales
Financial Services
Wealth Management
Sales Management
Wealth Management Services
Business Development
Portfolio Management
Crm
Alternative Investments
Equities
Team Leadership
Business Planning
Selling
Marketing Strategy
Investment Strategies
Customer Relationship Management
Certification
Colleagues
Dr. Albert Gebhardt
Senior Relationship Manager | Corporate Banking | Bank JSA Founder
Adam Chaplin
Chief Operating Officer
Charlie Hambro
Business Owner
Jules Moor
Managing Director | Chief Executive Officer
Johnny Tan
COO Office - Head Of Business Risk Management (director)
Other Named David Miles
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David Miles works for J. Safra Sarasin
David Miles's role in J. Safra Sarasin is head of institutional and wholesale uk - connecting investors to sustainable investment solutions from j safra sarasin sustainable asset management
David Miles's colleagues are Dr. Albert Gebhardt,Adam Chaplin,Charlie Hambro
David Miles's latest job experience is head of institutional and wholesale uk - connecting investors to sustainable investment solutions from j safra sarasin sustainable asset management at J. Safra Sarasin
David Miles's latest education in 英国伦敦大学 - 皇家霍洛威学院
