Investment Manager
After graduating from Cardiff University I started my career in finance in 2010 with Hargeave Hale where I was a founding member of the Collective Investment Team. Hargreave Hale was subsequently acquired by the company in 2017.
Today I am responsible for managing portfolios on behalf of private clients, SIPP, trusts, and charities, primarily on a discretionary basis. I work closely with other professionals, such as solicitors and accountants, to offer clients a holistic service.
As a first-language Welsh-speaker, I can provide clients with a personalised service in both Welsh and English.
Location: Llandudno
A bit about me:
I enjoy numerous sports and can often be seen hiking the mountains of Eryri, many of which I am lucky enough to be able to see from my desk.
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 embracing challenges and approaching them in a positive manner.
Contact:
Aled.Jones@canaccord.com
01248 667 176
View Aled Jones's profile on LinkedIn