Having joined Weatherbys in 2019, Jane is a Principal Private Banking Executive and works alongside Director Oliver Barnett, supporting him in the management of his portfolio. While based in the London office, Jane provides tailored banking and investment-related advice to a wide variety of clients located across the UK, including professionals, entrepreneurs and landowners.
Prior to joining Weatherbys, Jane had already established significant experience in the Private Banking sector. Specifically, Jane began her career at Standard Chartered Bank, later moving to EFG Private Bank where she worked for 16 years. During this time, Jane assisted the management of a portfolio of high net worth clients, dealing with their personal lending and wealth management requirements.
Complementing her experience, Jane has also accumulated qualifications throughout her career, including the Investment Advice Certificate and the Certificate in Mortgage Advice and Practice (CeMAP).
Consistently working with a broad mix of clients from a variety of backgrounds, Jane especially enjoys finding bespoke strategies that meet each individual’s specific financial needs, thereby helping them to attain their personal goals and objectives. Meanwhile, beyond her work at Weatherbys, Jane particularly enjoys travelling, sports and attending the theatre.