eWealth Global

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Alan Yates

Founder / Director

Alan has over 20 years experience in Finance and put himself through his professional accountancy qualifications with the Association of Accounting Technicians and the Association of Chartered Certified Accountants.

Alan continued studying, qualifying as an investment professional and gaining Chartered Fellowship status of the Securities and Investment Institute in 2010. Professionally qualified in investments with specialist skills in treasury, funds and financial markets, Alan has extensive trading experience in derivatives for private investment portfolios.

During his career, Alan has incorporated an offshore bank and established a centralised institutional corporate treasury operation for Assicurazioni Generali SpA. Alan was responsible for the project management and development of the RBS Standard & Poors ‘AAAm’ rated open-ended umbrella money market funds reaching £5bn under management.

Email:  alan.yates@ewealthglobal.com

Contact number:  00 44 1534 601214

Alan Yates

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