“I like to see myself very much as a ‘people person’, I genuinely enjoy getting to know the person behind the portfolio and understand their aspirations beyond the financial.”
- Locations
- Bristol
A longstanding member of the Bristol team, Alex is an Investment Manager, specialising in constructing and managing bespoke, discretionary investment portfolios for private clients and trusts. Alex enjoys working with clients at all stages of life and particularly relishes working with multiple generations of the same family to provide solutions that deliver for both individuals and the whole family alike.
Alex has quickly progressed through the ranks in our Bristol office, becoming an Assistant Portfolio Manager in 2019 and then an Investment Manager in 2021. Alex’s achievements to date have fuelled his ambition to deliver more for his existing clients as well as expand his network of new clients who he knows will bring new challenges which they can overcome together.
Alex has successfully completed his Chartered Wealth Manager qualification and is a Chartered Fellow of the Chartered Institute for Securities & Investment.