Oliver Viney
Private Client Manager and Financial Planner
About Oliver
I joined the company as a result of the acquisition of Brooks Macdonald International. I am a Private Client Manager and Chartered Financial Planner educated to degree level who specialises in providing holistic wealth planning advice for local and International high net worth private clients. I began my career in wealth management with Lloyds International Private Banking in 2004.
I am very passionate about what I do helping clients meet their life goals through creating a personalised investment plan. I maintain relationships with both Jersey residents and expatriate clients based in Switzerland and the UK as well as Hong Kong, Thailand, Singapore and Israel. Travelling internationally to some of these countries to meet and deepen these well-established relationships.
I’m a holder of the Advanced Diploma in Financial Planning (Level 6) and I have obtained Chartered Financial Planning status through the Chartered Insurance Institute (CII).
In my free time outside of work I enjoy spending time with my young family. I also enjoy running, padel and playing golf at the Royal Jersey Golf Club.