Business Development Director
We are specialists in bespoke investment management. We help more than 40,000 individuals to manage their money in line with their unique objectives.
I work with advisers and their professional connections in the North West of England, Wales and the IoM to offer discretionary fund management to their clients. I can help in three main areas: •Full bespoke discretionary management for individuals, trustees and corporate investors •Managed portfolio solutions for clients investing directly or via investment platforms •Specialist investment areas, such as AIM portfolios, Court of Protection, Personal Injury Trusts and Charity mandates. I work with our regional team to offer a very personal investment management service, benefiting from a very well-resourced proposition that has resulted in us growing our business to the point where the Liverpool team manage over £1b in 2016. We also manage several million of adviser’s personal investments, from across the North West. Finally, Liverpool office was voted Wealth Manager Regional Star in 2017, with Manchester also a finalist. I am active in developing new areas of business with advisers and run a minimum of 4 workshops a year to facilitate this. Please message me if you would like to be invited to future events.