Trainee Portfolio Manager

London, United Kingdom

September 2022 - Present

At Brooks Macdonald, our aim is to enhance our clients’ wealth through the provision of our investment solutions. We seek to build trusting relationships founded on the professionalism of our people, who are selected for their ability to relate to clients, analytical skills, outlook and drive. Our employees have allowed us to instil a culture that supports consistency in every aspect of our business. Together with our transparent investment process, this allows us to partner with professional advisers to complement their services and benefit our mutual clients. These include private investors, trusts, charities, pension funds and institutions. Investing carries risk. Investment means that your capital is at risk and that there is no certainty that you will receive your capital back or that a positive return on your investment will be made. Past performance is no guide to future performance. There is no guarantee that the tax efficient nature of any investment will remain. Investment may not be suitable for everybody and potential investors should take their own independent advice.

Report Writer

Fareham, United Kingdom

November 2017 - September 2022

Investments Administrator

November 2016 - November 2017