Company
Position
Manager
Index
HNW Wealth Managers
Wealth Managers - Jersey
Wealth Managers
Location
St Helier
Advice type
Investment
Investment management
Client type
Families
Private clients
Institutional investors
Sector Focus
Financial Services
Wealth Management & Private Banking
Customer type
Wealth adviser
Mo Baluchi
Spear’s Review
Mo Baluchi was an executive director at Quilter Cheviot before leaving the firm in 2020 to co-found the Channel Islands Wealth Management Association, for which he also acts as a vice chairman. In the same year he joined Standard Bank as senior manager to expand its wealth and investment proposition to new markets.
Baluchi uses his 20 plus years’ experience to help a range of private and institutional clients, families, intermediaries and private offices access the bank’s full spectrum of services and products. On LinkedIn, he describes himself as having ‘a successful track record of results’ in forging strategic alliances within the financial services world and advising clients.
Rank: Recommended
Recommended 2024, HNW Wealth Managers