Jake joined Ravenscroft in 2019 as part of the Ravenscroft Academy, having completed the International Baccalaureate at the Guernsey Grammar School. During his time with the Academy, Jake worked in the data management and new business teams. He then spent two years with precious metals team, assisting with client take on and trade settlement.
Jake is now part of the discretionary investment management team, where he is responsible for a range of duties related to client portfolios, such as managing daily inflows and outflows, trading, FX’s and assisting with regular client reporting.
Jake holds a certificate in CISI Level 6 Private Client Investment Advice and Management and is currently studying towards his CISI Level 7 Chartered Wealth Manager Qualification.
Fun fact:
Jake represented Guernsey as part of the island football team in the Gothia Cup in 2016 which took place in Sweden, competing against teams from all over the world and walking out in front of 60,000 people for the opening ceremony.