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Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

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Alex Ellis

Photo of Alex Ellis

Investment Director

I started my journey in finance in 2001 after completing a degree in History. Since moving to Jersey in 2022 I have worked in foreign exchange, structured products, and investment management. My typical workday revolves around managing client portfolios, ensuring their diverse needs are met. This involves the essential process of selecting and monitoring stocks to ensure they align with portfolio goals, whilst continuing to build and strengthen client relationships. My favourite part of my job is meeting clients, building long term relationships, and helping people through their investment journey. I am a Chartered Fellow of the Securities & Investment Institute (CISI).

Location: Jersey

A bit about me:

I enjoy a variety of activities that living on a beautiful island affords. There’s nothing I love more than being in or around the water. When I’m not surfing or fishing, I love cycling and motorbiking. Additionally, I enjoy following football and I am supporter of Southampton Football Club, which has proven to be a volatile experience over the last 40 years! However, my main priority and privilege lies in raising my two wonderful daughters.

What does can-do mean to me:

You could call it an ethos, an approach, or an ideology. We simply call it can-do.

Can-do means creating a happy, inclusive environment in which to work and being approachable and a trusted pair of hands for clients and colleagues.

Contact:

+44 20 7523 4958
View Alex Ellis's profile on LinkedIn

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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.