1 min 16 December 2024 After 2024’s outsized returns, optimistic realism for 2025 After 2024’s outsized returns, optimistic realism for 2025
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12 mins 16 December 2024 Quarterly Investment Update Q1 2025: After climbing a wall of worry, hopes for us growth should keep markets going Quarterly Investment Update Q1 2025: After climbing a wall of worry, hopes for us growth should keep markets going
Georgios Kantzis Graduate Trainee Email me Georgios Kantzis Graduate Trainee London Email me Find me on LinkedIn Georgios joined Rathbones in 2023 as a Graduate Trainee Investment Manager. Prior to Rathbones, Georgios graduated from Imperial College London with a MSc Finance and from the University of Munich LMU with a BSc Economics. He also holds the Level 4 Investment Advice Diploma from the Chartered Institute for Securities & Investment (CISI). Georgios joined Rathbones in 2023 as a Graduate Trainee Investment Manager. Prior to Rathbones, Georgios graduated from Imperial College London with a MSc Finance and from the University of Munich LMU with a BSc Economics. He also holds the Level 4 Investment Advice Diploma from the Chartered Institute for Securities & Investment (CISI).
Patricia Newell Associate Financial Planning Director Email me Patricia Newell Associate Financial Planning Director Email me I am a member of the Financial Planning Team, based in Belfast and have expertise in all aspects of Financial Planning and Wealth Management. I thoroughly enjoy working with our clients in providing them with solutions to their financial planning needs. My primary focus is on gaining a comprehensive understanding of my clients’ personal circumstances, their life plans, financial objectives and risk appetite; in order to construct a tax efficient and sustainable financial plan tailored to achieve their financial goals. And thereafter, providing ongoing financial advice ensuring that they can respond to changing circumstances as they occur. I am a member of the Financial Planning Team, based in Belfast and have expertise in all aspects of Financial Planning and Wealth Management. I thoroughly enjoy working with our clients in providing them with solutions to their financial planning needs. My primary focus is on gaining a comprehensive understanding of my clients’ personal circumstances, their life plans, financial objectives and risk appetite; in order to construct a tax efficient and sustainable financial plan tailored to achieve their financial goals. And thereafter, providing ongoing financial advice ensuring that they can respond to changing circumstances as they occur.