David Frederick Cassidy

David Frederick Cassidy

Chief Executive Officer at WEALTH at work Ltd.

69 year
Finance
Technology Services
Commercial Services

Profile

Mr. David F.
Cassidy is a Chief Executive Officer & Director at Wealth at Work Group Ltd.
and a Chief Executive Officer at WEALTH at work Ltd.
He is on the Board of Directors at Wealth at Work Group Ltd., Affinity Financial Awareness Ltd.
and WEALTH at work Holdings Ltd.
He has almost 30 years experience of providing financial advice and investment management to individuals approaching, at or in retirement.
From 1983 to 2003 Mr. Cassidy was CEO of Nelson Money Managers Plc which provided advice to the employees of many large organisations.
In 1998 the company was acquired by the US firm Stillwel Financial (now Janus Capital) and he served as a director of Stillwel International and Stillwel UK helping develop and oversee development and acquisition strategies whilst continuing in his role of CEO of the UK advice and management business.
Subsequently he was approached by JPMorgan to establish its UK advisory business, JPMorgan INVEST where he was CEO from its development and subsequent launch in 2005 to the MBO in 2009.
During this time he chaired the JPMorgan Asset Management UK Risk Committee and was a member of the European Risk Committee David has been involved in regulation for over 15 years.
He was chairman of the Securities Institute Investment Advice Certificate (IAC) standing committee (1993-1996), a Director of the Investment Management Regulatory Organisation (IMRO) (1994-2000) and Chairman of the Investment Ombudsman Committee (1997-2000).
Following the introduction of the Financial Services and Markets Act, he became a member of the Financial Services Authorities Training Advisory Panel, responsible for setting the standards of qualifications for investment advisers and managers under the new regime.
He was also a member of FSA’s Regulatory Decisions Committee from its inception in 2000 to 2008.

David Frederick Cassidy active positions

CompaniesPositionStart
Chief Executive Officer 2005-05-15
Director/Board Member 2015-08-11
Director/Board Member 2009-05-10
Director/Board Member 2016-05-10
Director/Board Member 2022-01-30
Director/Board Member 2022-03-21
All active positions of David Frederick Cassidy

Former positions of David Frederick Cassidy

CompaniesPositionEnd
Chief Executive Officer 2002-12-31
JPMorgan Invest Chief Executive Officer -
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JPMorgan Invest

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