Investment Manager
I joined the company as a part of the acquisition of Punter Southall Wealth in 2022 having been there for nine years. I manage a broad range of private client, pension and trust investment portfolios, and enjoy helping my clients achieve their long-term financial goals. I hold an honours degree in European politics from University of Leeds. I am a Chartered Wealth Manager and a Chartered Fellow of the CISI. I have also completed the CFA Society Certificate in ESG Investing.
Location: London
A bit about me:
I live on the Kent coast with my wife and 2 children. In my spare time, I enjoy playing golf, keeping fit, watching sport, reading, and cooking.
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 having a positive mindset when challenges come my way. I focus my energy on being the best I can be for my clients and colleagues.
Contact:
andy.pearce@canaccord.com
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