Profil
Paul Harding-Davis is currently the Managing Director at Premium Wealth Management Ltd.
He previously worked as the Head of Sales & Marketing at Australian Ethical Investment Ltd.
Aktive Positionen von Paul Harding-Davis
Unternehmen | Position | Beginn |
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Premium Wealth Management Ltd.
Premium Wealth Management Ltd. Investment ManagersFinance Premium Wealth Management has a deeply embedded culture of compliance which starts at the board level and is embraced by all their Members. Premium Wealth Management offers key risk prevention measures which include but are not limited to: Maintaining and following well-documented procedures for all key business and compliance activities. This includes documented risk management strategies which are actively managed by the board and a comprehensive compliance plan. Premium Wealth Management has qualitative research requirements for recommended products; in addition to an internal Investment Committee. Premium Wealth Management does not have a one size fits all approach to investing. Different clients have different needs and risk tolerance therefore Premium Authorised Representatives work closely with their clients to match an independently researched product if appropriate. Their Members undertake mandatory continuous professional development and accreditations. All authorised representatives undergo at least an annual formal audit and are subject to spot audits and monitoring of the advice they provide to clients. Authorised Representatives that are new to Premium Wealth Management undergo police and bankruptcy checks and new firms undergo due diligence before allowing them to become part of the Premium network. Premium Wealth Management voluntarily engages in an independent review of their compliance and risk processes and procedures. | Vorstandsvorsitzender | - |
Ehemalige bekannte Positionen von Paul Harding-Davis
Unternehmen | Position | Ende |
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AUSTRALIAN ETHICAL INVESTMENT LIMITED | Vertrieb & Marketing | - |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Börsennotierte Unternehmen | 1 |
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AUSTRALIAN ETHICAL INVESTMENT LIMITED | Finance |
Private Unternehmen | 1 |
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Premium Wealth Management Ltd.
Premium Wealth Management Ltd. Investment ManagersFinance Premium Wealth Management has a deeply embedded culture of compliance which starts at the board level and is embraced by all their Members. Premium Wealth Management offers key risk prevention measures which include but are not limited to: Maintaining and following well-documented procedures for all key business and compliance activities. This includes documented risk management strategies which are actively managed by the board and a comprehensive compliance plan. Premium Wealth Management has qualitative research requirements for recommended products; in addition to an internal Investment Committee. Premium Wealth Management does not have a one size fits all approach to investing. Different clients have different needs and risk tolerance therefore Premium Authorised Representatives work closely with their clients to match an independently researched product if appropriate. Their Members undertake mandatory continuous professional development and accreditations. All authorised representatives undergo at least an annual formal audit and are subject to spot audits and monitoring of the advice they provide to clients. Authorised Representatives that are new to Premium Wealth Management undergo police and bankruptcy checks and new firms undergo due diligence before allowing them to become part of the Premium network. Premium Wealth Management voluntarily engages in an independent review of their compliance and risk processes and procedures. | Finance |