Edward Sargeant Email & Phone Number | I manage investment portfolios for several clients at HSBC Private Bank. Working closely with my clients, I am privileged to get to know them on a personal level along with what they wish to achieve from their investments. This informs me to create a bespoke investment strategy designed to optimise their wealth for now and the future. With a disciplined and robust risk management focus, I advise on and manage a wide variety of investments tailored to specific risk/return objectives. These range from traditional asset classes such as public equities and bonds to more complex solutions including private equity and credit, infrastructure, real estate, hedge funds, structured products, precious metals and FX. I am a Chartered Member of the CISI, holding the Certificate in Private Client Investment Advice & Management (Level 6 - PCIAM), the Investment Advice Diploma (Level 4 - RDR), the Certificate in ESG Investing from the CFA Institute and the Certificate in Mortgage Advice & Practice (CeMAP). Please feel free to message me or visit www.privatebanking.hsbc.com to find out more.

Edward Sargeant

I manage investment portfolios for several clients at HSBC Private Bank. Working closely with my c...
Manchester, Manchester, United Kingdom

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Edward Sargeant’s Phone Numbers +44 1624 632222,+44 20 7753 ****

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Edward Sargeant’s Location Manchester, Manchester, United Kingdom

Edward Sargeant’s Current Industry Hsbc

Edward Sargeant’s Prior Industry Coutts | Ey | House Of Commons | British Army

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Associate Director, Investment Counsellor

2022-02-01 00:00:00 - Present

Associate, Private Banking & Wealth Management

2019-09-01 00:00:00 - 2022-02-01 00:00:00

Associate

2017-09-01 00:00:00 - 2019-08-01 00:00:00

Parliamentary Aide to a Member of Parliament and the Foreign Affairs Committee

2015-08-01 00:00:00 - 2016-07-01 00:00:00

1st Battalion Grenadier Guards

2007-09-01 00:00:00 - 2013-12-01 00:00:00

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Edward Sargeant is a I manage investment portfolios for several clients at HSBC Private Bank. Working closely with my clients, I am privileged to get to know them on a personal level along with what they wish to achieve from their investments. This informs me to create a bespoke investment strategy designed to optimise their wealth for now and the future. With a disciplined and robust risk management focus, I advise on and manage a wide variety of investments tailored to specific risk/return objectives. These range from traditional asset classes such as public equities and bonds to more complex solutions including private equity and credit, infrastructure, real estate, hedge funds, structured products, precious metals and FX. I am a Chartered Member of the CISI, holding the Certificate in Private Client Investment Advice & Management (Level 6 - PCIAM), the Investment Advice Diploma (Level 4 - RDR), the Certificate in ESG Investing from the CFA Institute and the Certificate in Mortgage Advice & Practice (CeMAP). Please feel free to message me or visit www.privatebanking.hsbc.com to find out more.