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Joe Capaldi
Investment Director - Aim Portfolio Service at Brooks Macdonald
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Work Experience
Investment Director - Aim Portfolio Service
Oct 2022 - Present · 2 years and 2 months
Oct 2014 - Sep 2022 · 7 years and 11 months
Investment Director
Jun 2017 - Sep 2022 · 5 years and 3 months
Investment Analyst
Oct 2014 - Jun 2017 · 2 years and 8 months
Company Details
201-500 Employees
At Brooks Macdonald, our aim is to enhance our clients’ wealth through the provision of our investment solutions. We seek to build trusting relationships founded on the professionalism of our people, who are selected for their ability to relate to clients, analytical skills, outlook and drive. Our employees have allowed us to instil a culture that supports consistency in every aspect of our business. Together with our transparent investment process, this allows us to partner with professional advisers to complement their services and benefit our mutual clients. These include private investors, trusts, charities, pension funds and institutions. Investing carries risk. Investment means that your capital is at risk and that there is no certainty that you will receive your capital back or that a positive return on your investment will be made. Past performance is no guide to future performance. There is no guarantee that the tax efficient nature of any investment will remain. Investment may not be suitable for everybody and potential investors should take their own independent advice.
Year Founded
1991
Social Media
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Industry
Financial Services, Auditing, Administrative Services, Business Services, Accounting and auditing, Investment consultants, Asset management consultants, Financial and insurance services, Financial planning consultants, Services to businesses
HQ Location
21 Lombard Street London, England EC3V 9AH, GB
Keywords
Wealth ManagementAsset ManagementInvestment ManagementEmployee BenefitsSpecialist Property ManagementFinancial PlanningFundsMortgage FinanceTax Servicesand Discretionary Fund Management
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