Profil
Jennifer Elizabeth Mathias worked as Chief Financial Officer & deputy CEO at EFG Private Bank Ltd. From 2012 to 2015, served as Chief Financial Officer at Coutts & Co. (Private Banking).
Held the position of Group Chief of Staff at Rathbones Group Plc from 2023 to 2025.
Also worked as Head-Credit, Risk & Compliance at Lloyds Bank Plc.
Tidigare kända positioner av Jennifer Mathias
| Företag | Position | Slut |
|---|---|---|
| RATHBONES GROUP PLC | Finansdirektör/CFO | 2023-12-31 |
Coutts & Co.
Coutts & Co. Investment ManagersFinance Coutts-PB uses a risk-based approach to portfolio construction that ensures developed investment solutions in keeping with their client’s full wealth picture. They employ a multi-manager approach, using alternative investment managers chosen for their expertise in specific markets. The firm utilizes research to manage portfolios, incorporating investment strategies typically employed by institutional investors. They provide access to globally diversified investment techniques and opportunities specially designed to reduce volatility and improve returns, preserve capital and utilize diversification to increase performance. | Finansdirektör/CFO | 2015-04-17 |
EFG Private Bank Ltd.
EFG Private Bank Ltd. Investment ManagersFinance EFGIUK utilizes a wide range of asset classes for portfolio construction and draw from a broad range of resources across the company. They specialize in managing internationally based investment portfolios following an investment process which combines in-house asset allocation skills with the selection of leading external investment managers. The firm follows an income-oriented investment style. They invest across all market caps and sectors with the bulk of their assets allocated to the UK in addition to trading in international markets. | Finansdirektör/CFO | - |
Lloyds Bank Plc
Lloyds Bank Plc Major BanksFinance Provides banking services | Compliance Officer | - |
Erfarenheter
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Kopplade företag
| Privata företag | 4 |
|---|---|
Coutts & Co.
Coutts & Co. Investment ManagersFinance Coutts-PB uses a risk-based approach to portfolio construction that ensures developed investment solutions in keeping with their client’s full wealth picture. They employ a multi-manager approach, using alternative investment managers chosen for their expertise in specific markets. The firm utilizes research to manage portfolios, incorporating investment strategies typically employed by institutional investors. They provide access to globally diversified investment techniques and opportunities specially designed to reduce volatility and improve returns, preserve capital and utilize diversification to increase performance. | Finance |
Rathbones Group Plc
Rathbones Group Plc Investment ManagersFinance Provides investment and wealth management services | Finance |
EFG Private Bank Ltd.
EFG Private Bank Ltd. Investment ManagersFinance EFGIUK utilizes a wide range of asset classes for portfolio construction and draw from a broad range of resources across the company. They specialize in managing internationally based investment portfolios following an investment process which combines in-house asset allocation skills with the selection of leading external investment managers. The firm follows an income-oriented investment style. They invest across all market caps and sectors with the bulk of their assets allocated to the UK in addition to trading in international markets. | Finance |
Lloyds Bank Plc
Lloyds Bank Plc Major BanksFinance Provides banking services | Finance |
















