“The highlight of this job is meeting new people and clients with diverse knowledge and experience.”
- Locations
- Marlborough
Alex is a Divisional Director and an Investment Manager in our Marlborough office. He works with private clients, trust portfolios and pensions.
He also helps charities and Office of the Public Guardian clients who require assistance investing medical compensation awards. Alongside this he manages the office’s Portfolio Management team and finds mentoring and training junior colleagues very rewarding.
Alex started his career in 1993, working for a private client investment management firm called Flemings. From there he moved to Rathbones before joining the London office of RBC Brewin Dolphin in 2008. He moved to Marlborough a year later. He is a Chartered Fellow of the Chartered Institute for Securities & Investment. Outside of work he is a volunteer vaccinator for St John Ambulance.