Simon McGivern

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investment management wealth planning corporate advisory broking services bespoke portfolios private ventures client-centric approach asset management tax-efficient solutions ipo access discretionary fund management managed portfolio service execution-only services financial advisory risk management operational oversight financial conduct authority investment strategies personal finance market research strategic partnerships client relationships retail clients corporate clients investment solutions financial growth fundraising strategies investment opportunities wealth preservation comprehensive financial services investment performance special situations dynamic investment approach boutique financial services financial transparency personalized investment strategy portfolio management expert execution corporate finance regulatory compliance investment banking client objectives financial independence market awareness asset allocation financial consultancy risk assessment equity portfolios client goals proactive advisory services financial services financial consulting consulting management consulting capital markets