Ana Rebec
PCIAM, DipFA
Ana has over 30 years working in the financial services industry, the majority with Citi Private Bank and later with a Multi Family Office specialising in investments. Just before the pandemic, she spent three years working in Financial Planning in Perth, Western Australia where she appreciated the true value of holistic advice.
About
During her Private Banking career, Ana held several client facing roles, working with Entrepreneurs, Family Offices and High Net Worth Individuals. Ana began her career at Citi in the Institutional Corporate Group as a Relationship Support Officer, eventually working her way up to Senior Banker in the UK Wealth Management Division. Here she was known for working closely with the Citi Retail Bank, identifying and referring suitable clients to the Private bank.
During her time with the Multi Family Office, Ana advised clients on tailored global portfolios, fixed income, and complex direct Private Equity investments.
Ana’s passion is Investments and believes that with the right tools and conviction, you can make good investment decisions that reward you long into the future.
Outside of work, Ana spends time with family, enjoys cooking and experimenting with new dishes, gardening, creative (fluid) art and playing bridge.
Ana is is a Chartered Fellow of the Chartered Institute for Securities and Investment, and holds the Long-Term Care planning accreditation, helping individuals plan and manage the cost of their long-term care needs.
Addresses
The Partner Practice 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. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
