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Jonathan Moon

Business Development Director

Specialism: Private Bankers & Investment Managers Investment Management, Asset Management

Company: Sanlam Private Office

Location: London, England

Citywealth rating

3
Average: 3 (1 vote)
Fee Level:
3
Average: 3 (1 vote)
Quality of Advice
3
Average: 3 (1 vote)
Communications Skills
3
Average: 3 (1 vote)
Interpersonal Skills
3
Average: 3 (1 vote)
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Jonathan joined Sanlam in 2017 and works within the Private Office. He has previously held roles at Close Brothers Asset Management and Tilney Investment Management, working on both the private client and professional intermediaries sides of the business. A chartered member of the Institute for Securities and Investments, Jonathan has a B.A. in Management Studies with Spanish from the University of Nottingham and works closely with Sanlam's professional connections. Jonathan holds the IMC (Investment Management Certificate), the PCIAM (Private Client Investment Advice and Management) Diploma, the CISI Masters in Wealth Management and Level 1 of the CFA qualification.

2017 

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Sanlam Private Office

Number of offices globally: More than 5

Monument Place, 24 Monument Street, London, EC3R 8AJ

T: +44 (0) 203 764 5649

https://www.sanlam.co.uk

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