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Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

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Max de Carteret

Photo of Max de Carteret

Investment Manager

I joined the company in 2021 on the Discretionary management team. My main responsibility is the provision of discretionary portfolio managed solutions to institutions, intermediaries and private clients. I am a passionate member of our Fund selection and Fixed Interest direct committees and specialise in lower risk portfolios.

I have a BA (hons) in Financial Services, Investment Advice Diploma, Investment Management Certificate and the Private Client Investment Advice & Management Certificate. I also hold table four and five trust qualifications. I am a Chartered Fellow of the CISI.

Location: Jersey

A bit about me:

Outside of work I enjoy travelling, golf and hockey.

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 is being given the platform to grow and develop professionally, whilst aiming to achieve the best possible outcomes for clients.

Contact:

+44 1534 708133
View Max de Carteret's profile on LinkedIn

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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.