Paul TateDIRECTOR OF OPERATIONS AND COMPLIANCE

Contact Details
Areas of Expertise
  • Investments
  • Financial Risk
  • Financial Planning
  • Retirement Planning
  • Portfolio Management
  • Financial Advice
Qualifications
  • Global Financial Compliance (CISI)
  • RPE, JSE Registered Securities Trader
  • Bcom Hons, Financial Management

Paul Tate started his financial services career in 2011 at Standard Banks subsidiary Liberty Life as a financial advisor, having completed degrees in Investment Management and Financial Management Honours.

Paul has been in the international financial services market since 2015, starting as a senior associate and moving into senior management within operations and compliance. He has shown a strong aptitude towards corporate strategy and compliance, and this understanding has been augmented by further study in Compliance and Risk through the Charted Institute of Securities and Investments.

Tasked with charting the way forward to a truly borderless client experience, he brings passion to the growth strategy of the business.

Paul is soon to be married, with an eye on what the future may bring.

Publications

  • Markets last week 20/09/21

    Amid constant tales of industrial bottlenecks, supply chain shortages and employment mismatches, equities were quite volatile last week, not only from day to day but also from market to market, with Japanese equities once again outperforming the field whereas nearby Asian equities were hit by further concerns about Chinese policies. The Japanese index had its highest close since 1990, due to the upcoming elections but also because more than 50% of the Japanese population has now been vaccinated, after having started behind all other countries.

    September 20, 2021
  • Hoxton Capital Management launches its graduate programme

    Hoxton Capital Management launches its graduate programme Hoxton Capital continues to show its commitment in young financial advisers by investing in its own graduate scheme Hoxton Capital Management has announced the launch of its 2022 Graduate Programme, Hoxton Academy. The programme, to be held in their Dubai hub, will provide a two-year training course for

    September 20, 2021
  • Markets last week 13/9/2021

    Risk markets once again attempted to correct but the net result over the last week was fairly small. The ostensible concern driving the downdraft in equities right now is about slower growth with potentially less support from the Fed due to tapering. UK, US and European equities were hit most, whereas Asian equities, which had suffered previously, were quite resilient this time round, with Japanese equities actually soaring. The Japanese market bucked the trend due to expectations of a stimulus package after the upcoming election. In terms of sectors, consumer discretionary was the most defensive, whereas healthcare, real estate and utilities corrected the most.

    September 13, 2021
  • Cash: An investment you probably wouldn’t make

    The effect of inflation is a subject that is covered extensively and well understood by most. This, however, does not seem to perturb people from sitting on cash. A recent analysis by Hoxton Capital revealed that on average professionals over 40 were maintaining a cash float of £100,000. With inflationary pressure impacting almost all markets, cash savings are likely to be heavily impacted.

    September 8, 2021

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