Rachael started her investment
career in 1997 with Coutts Bank on the island before moving to Coutts in
Switzerland in 1999 for 10 years. She looked after a global portfolio of
high-net-worth clients as Senior Investment Advisor. In 2009 Rachael returned
to the UK to join Regent Capital in London – a company specialising in bespoke
investments for UK high net worth investors. Since 2014 Rachael has been
working on the Isle of Man within the investment arena, where she has built up
an extensive network of clients and contacts locally and internationally.
Rachael is a Chartered Fellow
Member of the Chartered Institute for Securities and Investment. In her new
role at Ramsey Crookall, Rachael will be responsible for managing client
investment portfolios and developing new and existing relationships, both locally
and internationally.
Ramsey Crookall's CEO, Joanna
Crookall, commented: "We are delighted to welcome Rachael to our wealth
management team, which continues to grow in size to meet customer demand. I
know that Rachael, with her extensive experience, will ably contribute to the
high levels of personal service that our clients can expect from
us".
Ramsey Crookall is an
independently owned company that does not have ties to fund managers, banks, or
third parties. It, therefore, can access a broad universe of investment assets
and deliver an investment management service that is impartial.
Ramsey Crookall's Investment
Team recently won a prestigious City of London Wealth Management Award, named
'Regional Wealth Manager of the Year for Northern England' for the fourth
successive year. The City of London Wealth Management Awards (COLWMA) recognise,
promote, and celebrate the quality of service from Wealth Management companies
and individuals.