David Frederick Cassidy
Directeur Général chez WEALTH at work Ltd.
Profil
Mr. David F.
Cassidy is a Chief Executive Officer & Director at Wealth at Work Group Ltd.
and a Chief Executive Officer at WEALTH at work Ltd.
He is on the Board of Directors at Wealth at Work Group Ltd., Affinity Financial Awareness Ltd.
and WEALTH at work Holdings Ltd.
He has almost 30 years experience of providing financial advice and investment management to individuals approaching, at or in retirement.
From 1983 to 2003 Mr. Cassidy was CEO of Nelson Money Managers Plc which provided advice to the employees of many large organisations.
In 1998 the company was acquired by the US firm Stillwel Financial (now Janus Capital) and he served as a director of Stillwel International and Stillwel UK helping develop and oversee development and acquisition strategies whilst continuing in his role of CEO of the UK advice and management business.
Subsequently he was approached by JPMorgan to establish its UK advisory business, JPMorgan INVEST where he was CEO from its development and subsequent launch in 2005 to the MBO in 2009.
During this time he chaired the JPMorgan Asset Management UK Risk Committee and was a member of the European Risk Committee David has been involved in regulation for over 15 years.
He was chairman of the Securities Institute Investment Advice Certificate (IAC) standing committee (1993-1996), a Director of the Investment Management Regulatory Organisation (IMRO) (1994-2000) and Chairman of the Investment Ombudsman Committee (1997-2000).
Following the introduction of the Financial Services and Markets Act, he became a member of the Financial Services Authorities Training Advisory Panel, responsible for setting the standards of qualifications for investment advisers and managers under the new regime.
He was also a member of FSA’s Regulatory Decisions Committee from its inception in 2000 to 2008.
Postes actifs de David Frederick Cassidy
| Sociétés | Poste | Début |
|---|---|---|
WEALTH at work Ltd.
 WEALTH at work Ltd. Investment ManagersFinance WEALTH at work Ltd. (do-business-as my wealth) is a financial wellbeing and retirement specialist headquartered in Liverpool, UK. The firm was founded by Jonathan Roy Watts-Lay in 2004 and is a subsidiary of WEALTH at work Group Ltd., which is owned by WEALTH at work Holdings Ltd. my wealth is a specialist provider of regulated financial advice and works with UK companies and pension schemes. In particular, the firm helps those approaching retirement to ensure their savings and investments are appropriately managed. | Directeur Général | 16/05/2005 |
Wealth at Work Group Ltd.
 Wealth at Work Group Ltd. Investment ManagersFinance Wealth at Work Group Ltd. provides financial education and employee wealth management services. Its services include pension changes and financial wellbeing services, advisory services that cover retirement income, pension and investment planning services, retirement income options, including financial education, Internet support tools, helpdesk support, regulated advice and access to cashdrawn service solutions. The company was founded by David Frederick Cassidy on April 29, 2004 and is headquartered in Liverpool, the United Kingdom. | Directeur/Membre du Conseil | 12/08/2015 |
WEALTH at work Holdings Ltd.
 WEALTH at work Holdings Ltd. Financial ConglomeratesFinance WEALTH at work Holdings Ltd. operates as a holding company. It offers workplace for financial education and benefits services. The company is headquartered in Liverpool, the United Kingdom. | Directeur/Membre du Conseil | 11/05/2009 |
Affinity Financial Awareness Ltd.
 Affinity Financial Awareness Ltd. Investment ManagersFinance Part of Wealth at Work Group Ltd., Affinity Financial Awareness Ltd. provides independent financial advice. The company is based in Bristol, UK. The British company offers financial education and guidance in the workplace, as well as regulated advice for individuals. Affinity Financial Awareness provides weekly market summaries, updates, and outlooks. The company also offers information leaflets and a list of advisers on their website. The company discusses financial decisions such as whether to pay off a mortgage or pay into a pension. Affinity Financial Awareness is a member of the Wealth at Work Group of companies. | Directeur/Membre du Conseil | 11/05/2016 |
Death by Design Ltd.
 Death by Design Ltd. Information Technology ServicesTechnology Services Part of Wealth at Work Group Ltd., Death by Design Ltd. provides website design and digital marketing services. The company is based in Alderley Edge, UK. The British company was founded in 2008. Death by Design was acquired by Wealth at Work Group Ltd. on March 04, 2022. | Directeur/Membre du Conseil | 31/01/2022 |
Design Consulting Ltd.
 Design Consulting Ltd. Miscellaneous Commercial ServicesCommercial Services Part of Wealth at Work Group Ltd., Design Consulting Ltd. is a British company that specializes in benefit, wellbeing, and pension communications. The company is based in London, UK. The company helps organizations engage with their customers, employees, and investors by making complex information simple. The company drives positive action in financial wellbeing, property marketing, and branding. The company was founded in 2008 by Ryan Sales and Johnathon James Ryder. Design Consulting was acquired by WEALTH at work Ltd. on March 29, 2023. | Directeur/Membre du Conseil | 22/03/2022 |
Anciens postes connus de David Frederick Cassidy
| Sociétés | Poste | Fin |
|---|---|---|
Nelson Money Managers Plc
 Nelson Money Managers Plc Investment ManagersFinance Part of Close Brothers Group plc, Nelson Money Managers Plc is a British company that provides investment advisory services. The company is based in Shoreditch, UK. | Directeur Général | 01/01/2003 |
| JPMorgan Invest | Directeur Général | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Nelson Money Managers Plc
Nelson Money Managers Plc Investment ManagersFinance Part of Close Brothers Group plc, Nelson Money Managers Plc is a British company that provides investment advisory services. The company is based in Shoreditch, UK. | Finance |
| JPMorgan Invest | Finance |
WEALTH at work Ltd.
WEALTH at work Ltd. Investment ManagersFinance WEALTH at work Ltd. (do-business-as my wealth) is a financial wellbeing and retirement specialist headquartered in Liverpool, UK. The firm was founded by Jonathan Roy Watts-Lay in 2004 and is a subsidiary of WEALTH at work Group Ltd., which is owned by WEALTH at work Holdings Ltd. my wealth is a specialist provider of regulated financial advice and works with UK companies and pension schemes. In particular, the firm helps those approaching retirement to ensure their savings and investments are appropriately managed. | Finance |
WEALTH at work Holdings Ltd.
WEALTH at work Holdings Ltd. Financial ConglomeratesFinance WEALTH at work Holdings Ltd. operates as a holding company. It offers workplace for financial education and benefits services. The company is headquartered in Liverpool, the United Kingdom. | Finance |
Wealth at Work Group Ltd.
Wealth at Work Group Ltd. Investment ManagersFinance Wealth at Work Group Ltd. provides financial education and employee wealth management services. Its services include pension changes and financial wellbeing services, advisory services that cover retirement income, pension and investment planning services, retirement income options, including financial education, Internet support tools, helpdesk support, regulated advice and access to cashdrawn service solutions. The company was founded by David Frederick Cassidy on April 29, 2004 and is headquartered in Liverpool, the United Kingdom. | Finance |
Affinity Financial Awareness Ltd.
Affinity Financial Awareness Ltd. Investment ManagersFinance Part of Wealth at Work Group Ltd., Affinity Financial Awareness Ltd. provides independent financial advice. The company is based in Bristol, UK. The British company offers financial education and guidance in the workplace, as well as regulated advice for individuals. Affinity Financial Awareness provides weekly market summaries, updates, and outlooks. The company also offers information leaflets and a list of advisers on their website. The company discusses financial decisions such as whether to pay off a mortgage or pay into a pension. Affinity Financial Awareness is a member of the Wealth at Work Group of companies. | Finance |
Death by Design Ltd.
Death by Design Ltd. Information Technology ServicesTechnology Services Part of Wealth at Work Group Ltd., Death by Design Ltd. provides website design and digital marketing services. The company is based in Alderley Edge, UK. The British company was founded in 2008. Death by Design was acquired by Wealth at Work Group Ltd. on March 04, 2022. | Technology Services |
Design Consulting Ltd.
Design Consulting Ltd. Miscellaneous Commercial ServicesCommercial Services Part of Wealth at Work Group Ltd., Design Consulting Ltd. is a British company that specializes in benefit, wellbeing, and pension communications. The company is based in London, UK. The company helps organizations engage with their customers, employees, and investors by making complex information simple. The company drives positive action in financial wellbeing, property marketing, and branding. The company was founded in 2008 by Ryan Sales and Johnathon James Ryder. Design Consulting was acquired by WEALTH at work Ltd. on March 29, 2023. | Commercial Services |
