Switch location / audience type

This content is not available based on your location and audience type.

You currently have access to view the Uk website for Independent Financial Advisers (IFAs).

If this does not apply to you, go back to our homepage.

Select a location
Select an audience type

Let us know who you are so we can optimise your experience.

Please select your audience type

This includes trust companies, fiduciaries, insurance companies, Wealth Advisers and other professionals.

For Canada and Australia select:
Important information

You are about to enter our website for professionals. If you would like to return to our main website, go back to our homepage.

Please read the terms and conditions before proceeding.

Please note these are subject to change at any time.

The information in this area of the website is aimed at financial advisers, corporate service providers, wealth advisers, and legal and accountancy professionals. It is not intended for direct use by private investors or onward distribution to retail clients or the general public. Please visit our homepage for information and resources for private clients.

The website is for information purposes only and is not to be construed as a solicitation or an offer to purchase or sell investments or related financial instruments.

I confirm that I am one of the categories of professional mentioned above, and that where applicable I am authorised and regulated by the Financial Conduct Authority or equivalent regulated body given my jurisdiction, location, and profession. I have read and understood the legal information and risk warnings.

By clicking the "Accept" button, you agree to abide by the terms and conditions listed below.

Skip to main content

Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

Menu
UK

Callum Davies

Photo of Callum Davies

Investment Manager

In my role as an Investment Manager, I specialise in managing a range of portfolios across a variety of asset classes for my clients. I began my career in 2014 at Hargreave Hale, a leading smaller-companies investment house, joining CGWM in 2017 when it acquired the business. I have performed a variety of roles within the front office, garnering a depth of understanding and experience. I work alongside Mike Davies and Paul Langford, am a member of the Closed Ended Investment Committee and a Chartered Member of the CISI. I hold the Level 6 Private Client Investment Advice and Management and am currently working towards my Level 7 Chartered Wealth Manager qualification.

Location: Worcester

A bit about me:

I am a keen sportsman and enjoy playing football and cricket. I enjoy watching all sports, keeping fit at the gym and running.

What does can-do mean to me:

You could call it an ethos, an approach, or an ideology. We simply call it can-do.

Going above and beyond for clients to provide a high level of service whilst maintaining strong and long-lasting relationships.

Contact:

01905 953639
View Callum Davies's profile on LinkedIn

Need more help?

Whatever your needs, we can help by putting you in contact with the best expert to suit you.

Let us contact you

Let us contact you

If you're unsure which of our teams to contact, let us help you. We can put you in touch with one of our experts who will discuss your wealth management needs with you.

Find out more

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.