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Global Advisory

Expert M&A and capital markets advice

Wealth Management

A long-term perspective to help private clients preserve and grow their wealth

Asset Management

Global investment solutions and services to institutional clients, financial intermediaries and independent financial advisers

Five Arrows

Our alternative assets arm, managing funds dedicated to private equity and private debt

About us

Over 200 years at the centre of the world's financial markets

Careers

A company of opportunity, entrepreneurialism and growth

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Jake van Beever

Client Adviser

Headshot of 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.

Read more from Jake

Strategic exits: an introduction and guide to optimising your exit

Achieving a successful business exit is a significant milestone, and navigating this complex process requires careful planning and expert advice. We are proud to support Boardwave in its mission of accelerating success by offering insights and guidance on optimising exits for entrepreneurs.

 Maximising profit from a business sale – and investing the proceeds wisely

Selling a business? We examine how to achieve the best deal, maximise your profits and invest the proceeds wisely to set yourself up for life.