CoverProfile

Paul Jones

Chief Operating Officer, Wealth Management

Rathbones

United Kingdom, England, London

About Me

Over 20 years in Executive Advisory, Operational Management and strategic development, Digital transformation/ transformation teams and business operations. Significant business experience in Financial planning and Investment Management, including expanding profit margins, operating efficiencies, regulation, market penetration and client satisfaction levels. Recognised by top industry executives for successfully setting up and running business operations, CRM, CLM, introducing aggressive commercial programmes, managing all aspects of business unit oversight and rolling out cutting-edge financial services to a multi-market digital D2C, B2C and B2B client base. A strong CXO level leader, pr

View more

Profile Information

Chief Operating Officer, Wealth Management

Rathbones

Operations Team

Investor

RIA/Wealth Manager/Asset Manager

London

England

United Kingdom

Aug 5, 2025

More profiles to browse

DM
David Macaulay
Investment Director
Profile Photo
Alex Young
Investment Manager
JP
James Pettit
Investment Director
GH
Georgina Hand
Investment Director

You Might Like

RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation