Profil
Mark Dallas has a current job as a Director at MKC Wealth Ltd.
Postes actifs de Mark Dallas
| Sociétés | Poste | Début |
|---|---|---|
MKC Wealth Ltd.
 MKC Wealth Ltd. Investment ManagersFinance MKC Wealth Ltd. is a boutique, independent wealth management firm based in London, UK. and has subsidiaries in the United Kingdom. The British company invests its time to understand its client's goals and needs before designing and implementing a comprehensive plan to meet them. The company provides advice to private clients on tax and estate planning and offer trustees and solicitors an independent investment service. The company focuses on asset allocation and works to explicit mandates. Regular updates on portfolio performance, including quarterly reports, and formal quarterly reviews of the portfolio are also provided to ensure it stays aligned. Dominic Rose has been the CEO of the company since 2021. | Directeur/Membre du Conseil | - |
Expériences
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
MKC Wealth Ltd.
MKC Wealth Ltd. Investment ManagersFinance MKC Wealth Ltd. is a boutique, independent wealth management firm based in London, UK. and has subsidiaries in the United Kingdom. The British company invests its time to understand its client's goals and needs before designing and implementing a comprehensive plan to meet them. The company provides advice to private clients on tax and estate planning and offer trustees and solicitors an independent investment service. The company focuses on asset allocation and works to explicit mandates. Regular updates on portfolio performance, including quarterly reports, and formal quarterly reviews of the portfolio are also provided to ensure it stays aligned. Dominic Rose has been the CEO of the company since 2021. | Finance |
