Well-established global financial advisory and wealth management firm, Chase Buchanan, has confirmed the appointment of a new Marketing Manager within the group’s Operations Team. Jenny Orpin joins the firm in a managerial capacity, focusing on strategic marketing as part of a sustained effort to grow capacity, meeting increasing demand from expatriate clients.
Jenny has 20 years of professional marketing experience, having worked as a Marketing Executive for several brands within the financial and insurance space, including KPMG, Coutts and Legal and General Investment Management.
The Expansion of the Chase Buchanan Operations Team
As a specialist independent wealth management group, Chase Buchanan’s clients communicate directly with their local financial advisers, tax experts and Private Wealth Managers, with accomplished teams of fully regulated professionals based in nine European locations, the US and Canada.
The Operations Team works in the background, delivering efficiency, managing resources, handling logistics and strategy planning to ensure the group continues to grow in providing the support, guidance and insights so valuable to expatriates around the world in managing their wealth, investments, tax exposure, retirement and estates.
Introducing Chase Buchanan’s New Marketing Manager
Jenny joins the existing Chase Buchanan Wealth Management Operations Team. Having attended Dublin Business School, she brings several skills to the Operations Team, including brand development and management, corporate and marketing communications, digital and direct marketing and marketing strategy development.
Lee Eldridge, Group CEO and Head of Investment Advisory at Chase Buchanan says, ‘We are very pleased to extend a warm welcome to Jenny and to continue developing our marketing capabilities to further broaden access to skilled, dependable and customised guidance to help expats around the world manage their affairs with confidence.
As our new Marketing Manager, Jenny is a superb addition to the team. She is an experienced marketing professional with years of hands-on experience working in the financial and insurance sectors, which gives her the knowledge necessary to join a busy Operations Team working in the wealth management environment.’
Chase Buchanan’s Ongoing Growth and Global Expansion
This latest news follows an extended period of considerable growth, with the wealth management firm having previously announced:
- The appointment of two new Private Wealth Managers to the Spanish team, bringing the number of in-country advisers to seven.
- The addition of Darren Fletcher to the Chase Buchanan Management Team as Head of Global Sales.
Alongside recruitment drives to bring fresh talent to the managerial and financial advisory teams, the group has been steadily increasing the number of offices, concentrating on high-demand European locations to meet the ever-growing need for independent professional support.
Part of the growth trajectory of the sector is thought to be linked to changing tax legislations and political environments both in the UK and overseas, where expatriates have recognised that help with investments, retirement planning, and overseas relocations is key to long-term financial stability and optimising their profiles and wealth for tax efficiency.
In recent years, the firm has established a total of three locations in Spain, including a Canary Islands hub in Tenerife as one of the most popular locations for British expats, established a local office in Bordeaux, France, and relocated its busy Portuguese team to Quarteira, in the Algarve.
Accessing Wealth Management and Financial Advisory Assistance From Chase Buchanan
Expatriates and those planning a cross-border move are welcome to contact their closest Chase Buchanan office directly. They can also arrange a call with an adviser to discuss their position and key requirements.
Brands and businesses keen to collaborate or communicate with Chase Buchanan can contact Jenny and the rest of the Operations and Management team via the company's website. A Corporate Brochure is available to download alongside an extensive library of resources, knowledge guides, and checklists.
Read more about Chase Buchanan - Chase Buchanan Wealth Management Announces Team Expansion In Spain To Meet Growing Demand
About Chase Buchanan Private Wealth Management
Chase Buchanan is a highly regulated wealth management company that specialises in providing global finance solutions for those with a global lifestyle. We are global financial advisers, supporting expatriates around the world from our regulated European headquarters, and local offices across Belgium, Canada, Canary Islands, Cyprus, France, Malta, Portugal, Spain, UK and the USA.
Chase Buchanan Ltd is authorised and regulated by the Cyprus Securities and Exchange Commission with CIF Licence 287/15.
Media Contact:
Chase Buchanan Ltd
+357 2501 0455
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Source Company - https://chasebuchanan.com/
Source: Digital PR
Release ID: 1095187
