We are pleased to announce the launch of our latest network focusing on wealth management, private banking, family office and IFA professionals in the first ten years of their careers.
Following the success of our first two Next Generation Networks launched over the past year we are very pleased to announce our third, aimed at wealth management professionals. This will also be the first time CFA UK have a specific focus on the wealth management industry. The network’s leadership team all come from a diverse range of professions within wealth management and have great experience to help shape the future leaders of the industry.
The aim of the network is to build relationships among peers and widen understanding across the breadth of the wealth management industry through, both formal and informal gatherings throughout the year. The team is currently planning their first event which will be an informal networking session in Autumn. This will be followed by sessions ranging from industry leader talks to career progression opportunities and roundtable discussions on topical themes. Between events discussion is very much encouraged on the network’s LinkedIn page.
If you are interested in being a part of this network please sign up via the team’s LinkedIn page.
George joined Alpha Private Bank - a subsidiary of Alpha Bank Group in Greece - in 2018 as a private banking manager. George holds a bachelor’s degree from Athens University of Economics and Business in marketing and communications. He has also graduated from University of Reading, ICMA Centre in 2012 with a master’s degree in Investment Management. Following graduation, he started his career in 2013 as a Futures Trader in OSTC in London. Before joining Alpha Private Bank, George has worked since 2015 for a multi-family office as an investment analyst. George has passed CFA Level II exam and holds the IMC from CFA UK.
George is also a member in various organisations in London, including the Hellenic Bankers Association and the American Hellenic Educational Progressive Association, holding the position of vice chairman for the Westminster Chapter.
Nakul Vishvanath is a senior associate in Dimensional’s Global Client Group. Based in the London office, Nakul focuses on strengthening existing relationships and developing new relationships with UK-based wealth managers, including private banks, discretionary fund managers, nationals and family offices. He also provides support to these clients regarding investments, messaging and business strategy. Nakul joined the firm’s UK wealth management team in 2019 after spending three years supporting the firm’s institutional relationships.
Nakul holds a BA in politics and international relations from the University of Exeter and has passed Level I of the CFA Program. In his spare time, Nakul is a keen cricketer and competes in the Middlesex County Cricket league.
Rachel Russell, CFA
Rachel works at Barclays Private Bank and is a CFA charterholder. Rachel joined Barclays after graduating from Newnham College, Cambridge with a degree in economics. Since then, she has had a variety of roles including client relationship manager, business manager for regulatory transition in the bank’s Hong Kong office and sales manager for Key Clients and Family Offices. In 2018 Rachel moved to set up the Business Development Research team where she is responsible for new client acquisition.
Rachel is a strong advocate for female progression in the finance industry. She is co-chair of Barclay’s London Gender Network’s Develop and Promote Initiative where she runs an annual international careers week for over 1,000 colleagues. In her spare time, Rachel is a school governor for a London primary comprehensive.
Ting-Ya Chang, CFA
Ting-Ya is a CFA charterholder and works at Queensway Group, a family office where she works alongside Group CFO in the acquisition, disposition, and financing across all business units. She also had experience working in investment bank and private equity with a focus on private markets in various jurisdictions including UK, Europe, USA, and Africa.
Ting-Ya graduated with a master degree in accounting and finance from London School of Economics and first degree in finance from National Taiwan University. Being a keen traveller with deep passion for developing cultural understanding, she had joined exchange programmes, studying in Boston University (U.S.A.) and University of Victoria (Canada), and has visited more than forty countries.