Angelo is a Chartered Wealth Manager and member of the Chartered Institute for Securities and Investments (CISI).
His career in Wealth Management and Private Banking started in 1995 at Santander – International Private Banking, where he spent 11 years, before transferring to RBS International for two years, and later Coutts for over eight years. Angelo complimented his advisory capacity by also covering International Business Development and Specialist Credit Management in Spain, Gibraltar and UK.
During his service at an Independent Chartered Financial Planners firm, he decided to set up his own Practice. Angelo was delighted to launch CWS Advisers Ltd and became a Partner Practice of St. James’s Place Wealth Management, as he felt this to be the best cultural and supportive fit to help him provide complete wealth solutions to his clients.
Angelo’s strength is in working with clients to help them shape their tomorrows, today. He takes pride in financial planning, which he defines as the art of deciding what can be afforded now to pay for future (likely and/or certain) outcomes.
Angelo is married and has two children. His hobbies include occasional six-a-side football and cycling, reading and sampling food and wines.