Senior Investment Director
I started my career in the City in 1979 with the partnership of Grieveson Grant. Upon passing the final Stock Exchange exam in 1985, I managed the section covering Livery companies, Charities, SSAS and related private client portfolios. This role continued when the partnership merged with the merchant bank Kleinwort Benson. A similar position was held at NatWest’s Stockbroking division and, after various acquisitions, at Collins Stewart and finally CGWM. I am fortunate enough to still look after many of my earlier clients and their families. My primary focus is managing discretionary portfolios.
Location: London
A bit about me:
Away from the office, I enjoy family life, love skiing, good food, reading about history and sci-fi.
What does can-do mean to me:
You could call it an ethos, an approach, or an ideology. We simply call it can-do.
Strive for the best for clients, core to achieving this are empathy and trust.
Contact:
max.carisharris@canaccord.com