Trainee Wealth Manager

Meet The Team

  • Amelia Duncan

    Trainee Wealth Manager

    Amelia has always had an interest in financial services, and following her A-Levels she was successful in securing a place on the highly competitive apprenticeship programme at Standard Chartered Bank. During her time in London, she gained vast experience in investment banking through her rotations around the Financial Markets floor and Trading floors.

    Motivated by her passion to further her career and work more closely with clients, Amelia has moved into Wealth Management, where she will assist our Wealth Managers and clients with their day-to-day needs, ensuring we continue to provide the best possible service.

    Having already completed a number of CISI qualifications, Amelia will continue on her personal and professional learning journey, with the ambition to become Level 4 qualified in the Diploma of Regulated Financial Planning and move towards her goal of becoming a Chartered Wealth Manager at Sovereign Wealth.

    In her spare time, Amelia enjoys volunteering work with elderly individuals.

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Sovereign Wealth Limited is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. Sovereign Wealth Limited is a Limited company registered in England and Wales, Number 07115386. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.