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Wealth Club jobs and careers

Bristol, United Kingdom

About Wealth Club

Wealth Club is the UK’s leading non-advisory investment broker specialising in tax-efficient investments for high net worth individuals. The aim is to offer more compelling and advanced investment opportunities than normally available through mainstream investment platforms and financial advisers: VCT, EIS or SEIS investments, inheritance tax portfolios, commercial property investments and single-company equity and bond deals. Our service provides in-depth research on such opportunities, and the risks involved, so that clients can decide for themselves whether to invest. The business was founded by Alex Davies, a former Hargreaves Lansdown director and shareholder. The inspiration for Wealth Club came from personal experience. Alex was himself the perfect prospect for such a service. To his surprise, he found that good-quality services designed to help high net worth and sophisticated investors research and execute non-standard and tax-efficient investments are thin on the ground. This led to the idea of Wealth Club. The majority of Wealth Club's directors and employees are former Hargreaves Lansdown employees with broad experience in researching investment opportunities and presenting them to clients in a clear and balanced way. If you are a high net worth or sophisticated investor, you can register to hear about investment opportunities here: https://www.wealthclub.co.uk/register-deals/

Founded in 2015 by Alex Davies.

Founded
2015
Employees
11 to 50
Headquarters
Bristol

Leadership

The top of Wealth Club's org chart, with how many people report into each leader.

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Alex Davies

Chief Executive and Founder

16 reports

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Tom Dimonaco DipPFS

Head of Corporate Relationships

4 reports

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Benjamin O'Sullivan

Relationship Manager - Direct Investments

1 report

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Mark Churchill

Digital Marketing Manager

1 report

RD

Rachel Densham

Head of Direct Investments

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Jonathan Moyes

Head Of Investment Research

MCPhoto of Marta Caricato

Marta Caricato

Co-Founder and Marketing Director

RR

Ruth Richards

Compliance Director

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Joanna Thorne

Head of Investor and Public Relations

Jobs at Wealth Club

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