Interaction with the Partnership Directors and Portfolio Managers Engagement with Financial Planning Partners
Interaction with the Partnership Directors and Portfolio Managers Engagement with Financial Planning Partners
Planning Partner. Operational support for Portfolio Managers and CRMs: Assistants align with the PCS CRMs
business and property portfolio (internal and external), farms and yachts. Manage all aspects of Human
business and property portfolio (internal and external), farms and yachts. Manage all aspects of Human
portfolio reviews. Research, select and compare appropriate investments/products/vehicles. Managing the
portfolio reviews. Research, select and compare appropriate investments/products/vehicles. Managing the