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UK

Sam Elliott

Photo of Sam Elliott

Assistant Investment Manager

With 10 years of experience in the financial services industry, I’ve developed a strong foundation in both treasury and investment management. I began my career in treasury, where I gained valuable insights into financial operations before transitioning to a role in investment management. Currently, I focus on maintaining our strong relationships with clients, ensuring their needs are met with the highest level of service. I also provide essential support to our investment managers, handling client queries and contributing to the smooth operation of our team.

Location: Jersey

A bit about me:

Outside of the office, I enjoy an active lifestyle. I’m an avid golfer and love spending time on the course. When I’m not golfing, I like to take my dog for long walks around the island.

What does can-do mean to me:

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

To me, Can-do is the continuous pursuit of improvement in everything we do, both personally and professionally. It’s about building and maintaining long-term relationships with clients, ensuring their wealth is protected and grown over time whilst upholding a professional and friendly relationship.

Contact:

+44 1534 708028
View Sam Elliott'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.