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Jeremy Agorom

International Financial Adviser

Date of Joining BFMI

October 2015

Previous Experience

After graduating with Honours in International Business and French, Jeremy has worked within the financial services industry since 2008. With more than nine years' experience in the industry, Jeremy began his career in one of the world’s largest financial centers, Luxembourg. He has gained substantial skills in advising ultra-high net worth individuals on wealth preservation and capital growth and furthermore, he understands the demands and personal needs that this entails.

His knowledge and experience is typified by his previous role working at the top tier Swiss investment bank Julius Baer (previously Merrill Lynch) as a relationship manager, working in an international wealth management team with assets under management approaching €300 million. 

Due to Jeremy’s background, he has helped a number of bankers in Amsterdam, particularly educating them on their options with regards UK pensions, thus providing individuals with a clear understanding of alternative solutions to their benefits and the regulation surrounding them. Although, not limited to this advice or industry, Jeremy offers a full holistic financial planning overview tailoring solutions specific to the clients’ needs and objectives.

He continues to study towards further qualifications. After completion of the Investment Management Certificate, he is progressing through the Chartered Insurance Institute’s regulated financial planning diploma.

Areas of Expertise

  • UK Pension Transfers 
  • Asset and Portfolio Management
  • Wealth Preservation
  • Retirement and Succession Planning

Qualifications/Accreditations

  • BA (Honours) International Business and French (2008)
  • Chartered Institute of Securities and Investments (ACSI) (2011)
  • Investment Management Certificate (IMC) (2016)
  • Chartered Insurance Institute (CII - R01, R02, R03, R05) (2016)

 

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