Managing discretionary portfolios

BENEFITS

• Certificates of attendance are provided
• 1 hours of CPD

SPEAKER

Joel Graves, Investment Director at Rathbone Investment Management International

Joel Graves joined Rathbone Investment Management International in Jersey in February 2019. He is an investment director and is responsible for managing multi-asset discretionary portfolios for private clients, offshore trusts and charities. Joel, who graduated from Loughborough University with a first class Batchelor of Science honours degree in Physics and Sports Science, began his finance career in 2005 as a wealth manager with HSBC in Leeds. In 2009 he relocated to Jersey. The following year he moved to Barclays Bank Offshore where he worked for the next five years in Jersey, covering multiple jurisdictions. He was responsible for the management of the Barclays' discretionary portfolios held in Jersey. He took on the role of senior portfolio manager at Smith & Williamson in 2015, helping to set up their new office in Jersey. Joel is a Chartered Financial Analyst Charter Holder (CFA) as well as a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI), having passed the CISI Certificate in Private Client Investment Advice and Management (PCIAM) with distinction. He has launched a teaching course preparing students for their Chartered Financial Analyst exams; and continues to lecture on a weekly basis, assisting candidates with their CFA exam preparation.