Bhushan Malik
CFA, Chartered FCSI
I am a Chartered Financial Analyst (CFA Charterholder), and Chartered Fellow of the CISI with over 25 years of experience in Investment Banking and Wealth Management.
Transitioning from the trading floors of investment banks to private client advisory, I offer a level of technical analysis and market understanding that goes beyond standard financial planning. My focus is on providing high-net-worth individuals with sophisticated, risk-adjusted strategies to grow and protect their wealth.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
