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Flat 94 Lakeside House
82 Eaton Drive
Kingston Upon Thames
Hatem's business is alligned with St James's Place, which is the largest retail Wealth Manager in the UK, and supported by AJT Wealth,
Hatem is a highly experienced and qualified Financial Adviser with over 15 years’ experience in Financial Services advising individuals, families, and companies on their investments locally and internationally. He is passionate about supporting clients to reach their financial goals.
Prior to becoming self employed, Hatem worked at a prominent family office where he managed investments all over the world. He also worked for Ernst & Young and Standard Chartered bank.
Hatem is a CFA Charter holder and member of the CFA Institute in Virginia. He has earned the CMA designation from the Institute of Management Accountants and he holds an MSc in Financial Analysis & Fund Management from Exeter University. He is also an Associate member of the Chartered Institute of Securities and Investments (CISI) in London.
He will help you manage your wealth and protect your finances by addressing the challenges that matters such as:
• Where to invest
• How to invest in a tax efficient manner
• Retirement and pensions
• Insurance (protection products)
• Intergeneration wealth transfer