Kamaldeep Bagga

kaspr profile icon Wealth Director kaspr company icon Brewin Dolphin

Profile details Coworkers Related profiles

Profile details

kaspr job icon JOB TITLE

Wealth Director

kaspr compan icon COMPANY NAME

Brewin Dolphin

kaspr address icon LOCATION

London, United Kingdom

kaspr experience icon EXPERIENCES

Brewin Dolphin

Wealth Director

kaspr address icon London, United Kingdom

July 2021 - Present

We are one of the UK's leading wealth managers. Founded in 1762, we are here to help you achieve your ambitions through expert, personalised financial planning and investment management advice. FOR INDIVIDUALS: Helping you and your family with expert financial planning and investment management. Building your wealth, protecting you and your loved ones, and planning for the future. FINANCIAL ADVISERS Partner with Brewin Dolphin and we will take the day-to-day strain of managing your clients'​ investments. We will focus on consistent performance. You can focus on building your client relationships and business. SOLICITORS & ACCOUNTANTS Professional services clients such as solicitors and accountants can access Brewin Dolphin’s wealth management advice both for themselves and for their private clients. You and your clients can benefit from specialist advice across a range of disciplines in law and accountancy. CHARITIES Helping charities to achieve their financial goals has been a core part of Brewin Dolphin’s business for more than 65 years.

Henley Investment Management Ltd

Director

kaspr address icon London, United Kingdom

July 2018 - January 2021

Credit Suisse

Vice President, Private Banking (UK)

kaspr address icon London, United Kingdom

April 2013 - June 2018

AVP, Credit Risk

kaspr address icon London, United Kingdom

March 2011 - April 2013

Brewin Dolphin

Wealth Director

kaspr address icon London, United Kingdom

July 2021 - Present

We are one of the UK's leading wealth managers. Founded in 1762, we are here to help you achieve your ambitions through expert, personalised financial planning and investment management advice. FOR INDIVIDUALS: Helping you and your family with expert financial planning and investment management. Building your wealth, protecting you and your loved ones, and planning for the future. FINANCIAL ADVISERS Partner with Brewin Dolphin and we will take the day-to-day strain of managing your clients'​ investments. We will focus on consistent performance. You can focus on building your client relationships and business. SOLICITORS & ACCOUNTANTS Professional services clients such as solicitors and accountants can access Brewin Dolphin’s wealth management advice both for themselves and for their private clients. You and your clients can benefit from specialist advice across a range of disciplines in law and accountancy. CHARITIES Helping charities to achieve their financial goals has been a core part of Brewin Dolphin’s business for more than 65 years.

Henley Investment Management Ltd

Director

kaspr address icon London, United Kingdom

July 2018 - January 2021

Credit Suisse

Vice President, Private Banking (UK)

kaspr address icon London, United Kingdom

April 2013 - June 2018

AVP, Credit Risk

kaspr address icon London, United Kingdom

March 2011 - April 2013

Morgan Stanley

Associate

kaspr address icon London, United Kingdom

September 2007 - March 2011

Analyst

kaspr address icon London, United Kingdom

July 2005 - September 2006

Show more experiences

Contact information

Kamaldeep Bagga

Wealth Director

kaspr email icon

1 EMAIL(S)

k***@brewin.co.uk

kaspr phone icon

11 PHONE NUMBER(S)

+44 0***

+44 3***

+44 2***

View coworkers

Wealth Director

Brewin Dolphin

London, United Kingdom

k***@brewin.co.uk

+44 *** +11

Divisional Director

Brewin Dolphin

London, United Kingdom

e***@brewin.co.uk

+44 *** +11

Investment Management Assistant

Brewin Dolphin

London, United Kingdom

c***@brewin.co.uk

+44 *** +11

Corporate Actions, Regulatory Reporting Team Leader

Brewin Dolphin

Durham, United Kingdom

m***@brewin.co.uk

+44 *** +11

Coworkers

FULL NAMESJOB DESCRIPTIONCOMPANYLOCATIONEMAILPHONE NO.
Kamaldeep BaggaWealth DirectorBrewin DolphinLondon, United Kingdomk***@brewin.co.uk+44 ***
Emma CowleyDivisional DirectorBrewin DolphinLondon, United Kingdome***@brewin.co.uk+44 ***
Cameron GoughInvestment Management AssistantBrewin DolphinLondon, United Kingdomc***@brewin.co.uk+44 ***
Marie MarshallCorporate Actions, Regulatory Reporting Team LeaderBrewin DolphinDurham, United Kingdomm***@brewin.co.uk+44 ***
View all employees

Related profiles

FULL NAMESJOB DESCRIPTIONCOMPANYLOCATIONEMAILPHONE NO.
Robbie SInnovation And Policy DirectorEcosuretyBristol, United Kingdomr***@ecosurety.com+44 ***
Mark Dormer BEngConstruction Director - South East RegionIlke HomesLondon, United Kingdomm***@ilkehomes.co.uk+44 ***
Danny HuntDirector of InnovationGEM Environmental Building Services LtdHighams Park, United Kingdomd***@gemebs.com+44 ***
Rob AllinsonDirectorLiability And General Insurance Brokers LtdClaydon, United Kingdomr***@liabilityandgeneral.co.uk+44 ***
Janet RDirector Of People & CultureDevelopment InitiativesBristol, United Kingdomj***@devinit.org+44 ***
View all related profiles

Profiles search

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
WHAT DO WE OFFER?

Kaspr - A better way to search and connect with your leads.

kaspr widget

Sign up on Kaspr.io

Kaspr will display your prospect’s contact information the moment you visit their LinkedIn profile. Quick! Isn’t it?

kaspr automation

Search contact information

Kaspr lets you send automated follow up messages to your leads. Send them on your chosen day and time.

kaspr dashboard

Connect your integrations

Manage everything via one platform. Your team, your clients, your leads, everything – Using just the Dashboard.

Sign up to uncover company details