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 Investment Advice Diploma from the Chartered Institute of Securities and Investment.
Get in touch with Charlie
Search by first name, last name or job title