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UK

Roy Clouse

Photo of Roy Clouse

Senior Investment Director

I have been advising clients and managing multi-asset portfolios in the UK and globally since 1987 having worked at Prudential-Bache Securities, Raymond James Investment Management and Eden Financial before moving to CGWM in 2003. I am the Chairman of the US Investor Services Committee which oversees our investment offering to those individuals who are required to file a US tax return. I am also the Chairman of our Fixed Income Credit Committee which oversees the approval and monitoring of direct corporate bond issues approved for client portfolios.

I primarily manage diversified discretionary portfolios for UK and US high net worth clients with a global perspective. Specialist areas include direct fixed income investing which includes corporate and sovereign bond issuers and managing US compliant portfolios for US citizens.

Location: London

A bit about me:

I am married with 2 lovely daughters and a Liverpudlian wife. I am a US/UK dual national. I continue to be an avid basketball player, beekeeper and gardener. I also enjoy traveling, the theatre and skiing in my spare time.

What does can-do mean to me:

You could call it an ethos, an approach, or an ideology. We simply call it can-do.

I have time for people and am happy to be approached. I enjoy, and welcome, any inquiries, clients or not, and, whether we can help or not, listen and hopefully point them in the right direction.

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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.