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Jonathan Gamble
Director
Specialism: Business Services Financial Advisory & UHNW Services, Private Investment Offices
Company: Asset Risk Consultants (ARC)
Location: St Peter Port, Guernsey
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2017
Jonathan Gamble currently has no Citywealth award
Number of people in the business services team: 30+
Jonathan Gamble currently has not indicated if they have a fixed fee offering
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Peer review:
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Ensuring a consistent approach
A global trust services provider was trying to achieve a consistent approach to portfolio monitoring across teams, offices and jurisdictions. The process in situ was more autonomous and disjointed.
Jonny was able to articulate and guide ARC’s involvement so as to keep the numerous parties apprised and satisfied. With a focus on placing performance into context, ARC was able to deliver a series of reports and presentations that accomplished the firm’s primary aim, and continues to do so.
Through the relationships formed, Jonny has consequently been called upon to assist with inquiries ranging from investment manager suitability to individual risk profiling; from investment guideline drafting to trustees training presentations.
Peer review:
15 Feb 2018
Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor April French at afrenchfurnell@citywealthmag.com