In my role I contribute & implement the investment strategy for our in-house funds and client portfolios, to provide clients with a personalised and bespoke service that reflects their objectives and attitude to risk.
I have over 12 years financial services experience focusing on discretionary management services, and hold a CISI level 7 Chartered Wealth Manager qualification.
Who is Lewis?
What do you enjoy most about your job?
I enjoy the day to day exposure to financial markets – it's fascinating to see how financial markets react to new information. I enjoy using this knowledge to make a difference for our clients and try to achieve the best possible result for them.
What do you do outside the office?
I am a keen sportsman although my rugby & football playing days are now firmly behind me. I am a regular gym goer and have a keen interest in boxing, mixed martial arts and golf.