MW

Matthew Webber

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Email: ****r@advantainvest.co.uk
Location: Victoria, England, United Kingdom
Current employer: Advanta Invest
Current title:
Director - Chief Investment Officer
Last updated: 05/10/2023 17:22 PM
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About

Matthew Webber is from Victoria, England, United Kingdom. Matthew is currently Director - Chief Investment Officer at Advanta Invest, located in Victoria, England, United Kingdom.

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Matthew Webber's current jobs
Company: Advanta Invest
Title: Director - Chief Investment Officer
Period: Jan 2022 - Present (2 years, 10 months)
Location: Victoria, England, United Kingdom

The Advanta group of companies, was established in 2014 and partnered with Beech Tree Private Equity in early 2021 to accelerate its organic growth and acquisition strategy. Advanta Invest is part of the Advanta group of companies and provides discretionary investment management services to the clients of the industry leading, Chartered Financial Planners, Advanta Wealth. Director of Advanta Invest Limited Ultimate responsibility for the day-to-day management of the Advanta Invest, investment function. Play a key role in providing the supporting narrative and justification for the adoption of the centralised investment proposition. Chair of the Advanta Invest Investment Committee & Strategic Asset Allocation Working Group. Responsible for the management and development of the manager selection process. Lead the portfolio construction process. Lead the internal and external client, investment communications strategy. Provide due diligence analysis and insight into potential acquisition’s investment processes. Assist with the onboarding and upskilling in the post acquisitions stage.

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