Gareth is a highly qualified investment manager with particular expertise in portfolio construction and a long track record of looking after the wealth of individuals, trusts and charities.
Most recently an Investment Director at Rathbones, and previously a Divisional Director at RBC Brewin Dolphin, Gareth joins EXE Capital Management as a member of our Investment Management team, working closely with clients to understand their circumstances, objectives and longer-term priorities.
Gareth is a Fellow of the Chartered Institute for Securities & Investments (CISI) and holds the Private Client Investment Advice and Management Certificate (Distinction) through the CISI.
