Jake is a Portfolio and Relationship manager in the Cash Management team, managing portfolios on behalf of captives, high-net-worth individuals and corporate clients. He brings over 15 years’ experience in Guernsey’s finance industry, with a particular focus on providing clients with access to global markets, and held senior roles in trading and market making before moving to London to expand his institutional trading knowledge. Jake is well-versed in ensuring high service levels and building trusted relationships with both institutional and private clients. Jake holds the CISI Level 4 Diploma in Investment Advice (Securities).