Charlotte Tague
Standish,Wigan
Summary
Experienced wealth management professional with extensive expertise in sustainable investing, regulatory compliance, and investment advisory services. Proficient in fixed income strategies, tax planning, and portfolio diversification. Adept at building strong client relationships and managing personal wealth portfolios with a focus on risk management and time efficiency. Career goal: to leverage comprehensive knowledge of investment tax laws and regulatory standards to drive client success in a dynamic financial environment.
Overview
1
1
Certification
9
9
years of post-secondary education
30
30
years of professional experience
Work history
Investment Director
Rathbones
Standish, Greater Manchester
2000.01 - 2026.06
Investment Manager
Investec
Manchester, Greater Manchester
2013.01 - 2020.01
Suitability Manager
Brown Shipley
Manchester, Greater Manchester
2012.01 - 2013.01
Investment Manager
Investec Plc
Manchester, Greater Manchester
2000.01 - 2011.10
Trainee Accountant
WR Partners Accountant
Shrewsbury, Shropshire
1996.05 - 1999.05
Education
Bachelor of Science - Economics and Human Geography
Loughborough University
Loughborough 1992.09 - 1995.06
A-Levels - Economics, Biology and Geography
Shrewsbury Sixth Form College
Shrewsbury, Shropshire 1990.09 - 1992.06
GCSEs - 9 including Maths & English
Cobbett School
Baschurch, Shropshire 1985.09 - 1990.06
Skills
- Sustainable investing awareness
- Knowledge of regulatory standards
- Investment tax laws knowledge
- Fixed income strategies
- Tax planning strategies
- Aptitude for regulatory compliance
- Investment advisory services
- Portfolio diversification knowledge
- Personal wealth advisory expertise
- [Type] portfolio management
- Wealth management
- Client relationship building
- Time efficiency
- Risk management tools
Affiliations
- Endurance Running
- Yoga
Accomplishments
Level 1 Typing
Certification
Chartered Fellow of the Securities Institute Level 7
CISI Financial Planning and Advice Level 4
Timeline
Investment Manager
Investec
2013.01 - 2020.01
Suitability Manager
Brown Shipley
2012.01 - 2013.01
Investment Director
Rathbones
2000.01 - 2026.06
Investment Manager
Investec Plc
2000.01 - 2011.10
Trainee Accountant
WR Partners Accountant
1996.05 - 1999.05
Bachelor of Science - Economics and Human Geography
Loughborough University
1992.09 - 1995.06
A-Levels - Economics, Biology and Geography
Shrewsbury Sixth Form College
1990.09 - 1992.06
GCSEs - 9 including Maths & English
Cobbett School
1985.09 - 1990.06