Giacomo Potena is qualified with 15+ years of progressive working experience in the UK & EU, the US & Bermuda, the UAE & GCC
His role is to provide international clients with advice and guidance to help them make well-informed investment decisions and achieve their financial goals.
His areas of advice include: International Wealth Management | Offshore Banking | Portfolio Management | Saving & Investments| Estate & Taxation Planning | Insurance| International Property Pensions | Forex |Golden Visa & Citizenship by Investment
- University Degree in Business
- L4 CII Financial Planning
- CFA L1 *studding for L2