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Toby Carpenter

Photo of Toby Carpenter

Investment Director, Team Leader

Toby graduated from Nottingham Trent University in 1999 with an Honours degree in Financial Services. He started his career as a financial adviser, before joining Coutts & Co as a Private Banker where he advised high net worth individuals, Toby ran the Birmingham office of Charles Stanley Stockbrokers where he managed private client portfolios and a team of investment managers. Toby joined Canaccord Genuity Wealth Management as part of the acquisition of Punter Southall Wealth and manages a mixture of private client, charity and pension portfolios. He is a chartered member of the CISI, holds a Master's in Wealth Management and is a CFA charterholder. He has over 25 years’ industry experience.

Location: Birmingham


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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.