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. Ana is also experienced in dealing with UK resident non-domiciled clients, advising on investment management, mortgages, wealth structuring and trusts.
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 holds the following qualifications: DipFA and PCIAM Level 6.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Trusts are not regulated by the Financial Conduct Authority.
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.
