Senior Investment Director
I have been advising clients and managing multi-asset portfolios in the UK and globally since 1987 having worked at Prudential-Bache Securities, Raymond James Investment Management and Eden Financial before moving to CGWM in 2003. I am the Chairman of the US Investor Services Committee which oversees our investment offering to those individuals who are required to file a US tax return. I am also the Chairman of our Fixed Income Credit Committee which oversees the approval and monitoring of direct corporate bond issues approved for client portfolios.
I primarily manage diversified discretionary portfolios for UK and US high net worth clients with a global perspective. Specialist areas include direct fixed income investing which includes corporate and sovereign bond issuers and managing US compliant portfolios for US citizens.
Location: London
A bit about me:
I am married with 2 lovely daughters and a Liverpudlian wife. I am a US/UK dual national. I continue to be an avid basketball player, beekeeper and gardener. I also enjoy traveling, the theatre and skiing in my spare time.
What does can-do mean to me:
You could call it an ethos, an approach, or an ideology. We simply call it can-do.
I have time for people and am happy to be approached. I enjoy, and welcome, any inquiries, clients or not, and, whether we can help or not, listen and hopefully point them in the right direction.
Contact:
roy.clouse@canaccord.com