Head of Portfolio Management, Isle of Man
I joined the company in 2007 and feel proud to work for a multi award-winning firm. With over 30 years of experience in banking and investments, I am a member of the Securities Institute and Head of Portfolio Management in the Isle of Man. My top priority is how my team and I can continue to improve our clients’ experience, with a particular focus on excellent service and portfolio performance.
I manage a range of portfolios for individuals, pension funds, and trusts providing an end-to-end relationship. This ensures that I always understand the client’s investment requirements and am able to assist and advise whenever required.
Location: Isle of Man
A bit about me:
I am an amateur gardener and a DIY enthusiast. I enjoy exploring the island's beaches and countryside with my two children, partner and two dogs. I also endeavour to travel as much as possible.
What does can-do mean to me:
You could call it an ethos, an approach, or an ideology. We simply call it can-do.
Can-do means always exceeding people’s expectations and always being happy to assist clients and colleagues.
Contact:
stuart.wilson@canaccord.com
+44 1624 690100
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