Jack joined Harrison Brook in 2017 having previously worked for a large financial firm in Switzerland. He was made Partner in 2020 and is based in the Cote D’Azur office servicing clients both in France and Globally. Jack graduated from Oxford Brookes University (UK) with a degree in Business Management whilst later obtaining the Investment Advice Diploma (IAD) from the Chartered Institute of Securities & Investment (CISI). Jack specialises in UK pension transfers and bespoke wealth management, ensuring client’s assets are aligned with their needs. He holds extensive knowledge of international solutions as well as technical expertise in putting together tailor-made portfolios. Outside of work Jack is a keen sportsman and enjoys tennis, paddleboarding, hiking, and cycling along the French Riviera.
Qualifications
UK 🇬🇧
- CISI Level 4 Diploma in Investment Advice (Securities) – Chartered Institute for Securities & Investment (CISI)
EU 🇪🇺
- AMF Certification – Autorité des Marchés Financiers (France)
