Investment Manager
As an investment manager, I am responsible for assisting with managing portfolios on a discretionary and advisory basis for a wide range of client types. I also work alongside intermediaries to deliver the best results for their clients.
I hold an MSc in International Financial Analysis from Newcastle University. I am a Chartered Member of the CISI and have completed the Level 7 Chartered Wealth Manager Qualification.
A bit about me:
Living in London, I make the most of the various restaurants and bars the city has to offer. I enjoy travelling to new places and experiencing new cultures. I have a particular fondness for Asia following my time in Hong Kong.
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 instilling a positive attitude and going the extra mile to help clients.
Contact:
joel.tippey@canaccord.com
View Joel Tippey's profile on LinkedIn