“I see my job as twofold, initially getting to know my clients and for them to build up trust in me, secondly with an intellectual side of constructing and monitoring a portfolio that is appropriate to the client’s requirements.”
- Locations
- London, City
Chris is an Investment Manager who specialises in managing multi-asset portfolios for private clients, trusts and charities, including products such as SIPPs, offshore bonds and ISAs.
He prides himself on getting to know his clients personally, before taking ownership of their portfolios to deliver investment solutions that are tailor-made to their needs. He is also proud of his work with the 30% Club, which seeks to increase gender equality in the finance industry. Chris started his financial services career as a Investment Manager with Smith and Williamson in 2000, before joining E.L & C. Bailleu, Australia, to work in equity sales in 2006. He joined RBC Brewin Dolphin in 2008. Chris is a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute for Securities & Investments.