Time at Canaccord Genuity: 1 yrs
Industry Experience: 31 yrs
Based in London, Charles focuses on delivering discretionary portfolio management and advisory services to charities, pensions and private clients, leveraging the broader global resources and expertise available through the firm's centralised investment process.
Charles has three decades of portfolio management experience. Having started his career with Cazenove & Co as a private client investment manager, Charles went on to spend 13 years as an institutional stockbroker with UBS Warburg. In 2002, he returned to private client investment management with Border Asset Management, where he was a Director and Chief Investment Officer, with responsibility for growing funds under management and developing the firm's investment process. Most recently, Charles worked with Sanlam Private Investments, where he was a member of the Asset Allocation Committee and responsible for managing a core team of investment professionals as Head of Private Clients for three offices in the North of England.