Skip to main content

Client Portfolio Managers

As a client, you will have a dedicated Client Portfolio Manager, an investment professional who has day-to-day responsibility for looking after your money. Our Client Portfolio Management team has:

Each client will have a dedicated Client Portfolio Manager, an investment professional who has day-to-day responsibility for looking after their money. Our Client Portfolio Management team has:

  • an average of over 20 years' investment experience
  • specific experience of dealing with private client portfolios
  • appropriate professional qualifications (e.g. CFA, IMC)
  • FCA CF30 approval

We operate an environment of continuous professional development for our Client Portfolio Managers, so that their industry knowledge is always current.

Charity team

Your organisation will have a dedicated Client Portfolio Manager - an investment professional who has day-to-day responsibility for looking after your assets. Our Client Portfolio Management team has:

  • an average of over 20 years' investment experience
  • specific experience of dealing with charity organisations' portfolios
  • appropriate professional qualifications (e.g. CFA, IMC)
  • FCA CF30 approval

We operate an environment of continuous professional development for our Client Portfolio Managers, so that their industry knowledge is always current.

Meet the team