Steve Jennings

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private wealth management wealth advice investment advice philanthropic services responsible investing wealth management tailored service high net worth individuals portfolio management personalised investment strategy asset allocation discretionary investment management financial strength investment solutions high-quality service philanthropy responsible investment client-adviser relationship market research sustainable investing family wealth institutional investors community growth financial security margin lending multi-currency loans credit limit active monitoring investment strategy development tax reporting performance reporting socially responsible investment open architecture investment scenario modelling trustee governance client portal live market pricing custom watchlists real-time portfolio management financial advisory strategic advice wealth protection client engagement expertise professional service dedicated advisers heritage client focus financial markets institutional services wealth preservation equity portfolio alternative investments financial planning capital markets financial services investment management financial consulting consulting management consulting