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

Paul Jones
Chief Operating Officer, Wealth Management
Rathbones
United Kingdom, England, London
About Me
Profile Information
Chief Operating Officer, Wealth Management
Rathbones
Operations Team
Investor
RIA/Wealth Manager/Asset Manager
London
England
United Kingdom
Aug 5, 2025
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