Brian Jackman serves as the Private Wealth Director at AHR Private Wealth, where he leverages over 40 years of extensive experience in the financial sector to guide clients in making informed investment decisions. His global expertise spans four continents, allowing him to understand diverse financial...
Brian Jackman serves as the Private Wealth Director at AHR Private Wealth, where he leverages over 40 years of extensive experience in the financial sector to guide clients in making informed investment decisions. His global expertise spans four continents, allowing him to understand diverse financial landscapes and cater to the unique needs of expatriates and high-net-worth individuals. At AHR Group, one of the fastest-growing global wealth management and advisory firms, Brian plays a pivotal role in managing a diverse portfolio of investment products, including short, medium, and long-term strategies that are essential for optimizing clients' financial outcomes.
Under Brian's stewardship, AHR has seen remarkable growth, with assets under management surpassing $1 billion in 2020 and achieving over 30% growth in both AuM and revenue in 2021. His strategic financial planning skills are complemented by a deep understanding of retirement planning, investment advisory, and tax optimization, enabling him to craft tailored solutions that align with clients' financial goals. Brian's expertise in equities, mutual funds, and financial markets further enhances his ability to devise robust investment strategies that mitigate risk while maximizing returns.
Key projects that Brian has spearheaded include the development of comprehensive wealth management frameworks that integrate tax-efficient investment strategies and retirement planning. His commitment to client education and transparent communication fosters long-term relationships built on trust and mutual success. As a thought leader in the wealth management industry, Brian Jackman continues to inspire confidence in his clients, guiding them through the complexities of financial decision-making with a steady hand and an unwavering focus on their best interests.
