Jake van Beever

Experience

Jake is a Director in the UK Wealth Management business. He focuses on advising Entrepreneurs at all stages of the business cycle on the run up to and post-exit.

Jake started his career in wealth management in 2008, joining Bank of Scotland Investment Service as a client Manager in their High Value Team. In 2010 he moved across to Lloyds, after the HBOS/Lloyds merger, to be a Senior Private Banker in their newly formed Key Clients team focusing on ultra high net worth private clients, before joining Rothschild & Co in 2013.

Education

Prior to a career in banking, Jake served for ten years as an officer and helicopter pilot in the British Army (Army Air Corps) after graduating from Oxford Brookes University with a BA (Hons) in Business Management and French. Jake is a Chartered member of the Chartered Institute for Securities and Investments (CISI) and holds the Private Client Investment Advice & Management certificate.