Charlie has specific expertise in multi-asset class investing. He has spent his career building client portfolios using a broad range of asset classes, with a particular focus on mitigating risk. He has a passion for investing and always endeavours to achieve the best risk-adjusted returns for clients.
He currently heads up the research team at Saltus, having joined in 2016. He oversees the research, construction and monitoring of portfolios and sits on both the investment and asset allocation committee. Charlie is a CFA Charter-holder and became a partner in 2018.
Outside of the office, Charlie enjoys playing football and going sailing (where possible, having recently become a father). He is also a keen chef, who enjoys travelling for inspiration.
Charles has spent his career building client portfolios using a broad range of asset classes, with a particular focus on mitigating risk.
- Investment Management Certificate
Achievements & Awards
- Dean's Award from the Faculty of Humanities at the University of Manchester
- Investment management
- Wealth management