ARCRATE - Key Persons
Job Titles:
- Fellow
- Chartered Wealth Manager CFP FCSI
- Fellow of the Chartered Institute for Securities and Investment
- Head of Investments and Trading
Head of Investments and Trading Andrzej is a Fellow of the Chartered Institute for Securities and Investment (CISI), a Chartered…
Andrzej is a Fellow of the Chartered Institute for Securities and Investment (CISI), a Chartered Wealth Manager and a Certified Financial Planner. One of the longest serving members at Arcrate, having been with us for over 10 years. A seasoned investment professional, having traded derivatives, options and futures in both London and Chicago in previous firms. He joined us in 2009 to develop and build our investment process and is a driving force at our investment committee.
Job Titles:
- Chartered Wealth Manager
- Chartered Wealth Manager MCSI
Charles is a Chartered Wealth Manager and leads the Private Client Team. He specialises in helping clients take control of…
Job Titles:
- Fellow
- Founder
- Chartered Wealth Manager FCSI
- Fellow of the Chartered Institute for Securities and Investment
Raul is a Fellow of the Chartered Institute for Securities and Investment (CISI) and a Chartered Wealth Manager. As Branch Principal of Arcrate he has overall responsibility for the Private Client and Investment Teams which keeps him busy, but he still finds time to work directly with a small group of private clients and families whose complex needs benefit from his insight and expertise. An industry veteran with over 20 years experience. He is both a founder and member of several best practice groups, whose membership is formed by senior advisers in the industry who share a common goal of putting clients first.
Founder of Arcrate Raul is a Fellow of the Chartered Institute for Securities and Investment (CISI) and a Chartered Wealth…