Private Client Manager, London
Charlie joined 7IM as a private client manager in 2018 from MASECO Private Wealth’s US Expat Desk, specialising in servicing high net worth individuals.
Prior to that he had been at Charles Stanley for over 3 years, initially joining on their Graduate Scheme. Charlie has a degree in Business Economics from Oxford Brookes University, and holds the Private Client Investment Advice and Management qualification and a Chartered Member of the Chartered Institute of Securities and Investment.
Get in touch with Charlie
Search by first name, last name or job title