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Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

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Tom Stevens

Photo of Tom Stevens

Investment Manager

I work as an Investment Manager, implementing bespoke mandates for private clients. I have been in the financial services industry since 2017 and previously worked as a Corporate Risk Manager within the Foreign Exchange market. I joined the company as part of the acquisition of Punter Southall Wealth and work with a variety of clients across a range of investment strategies, primarily on a discretionary basis. I am a member of the CISI, having passed the Certificate in Private Client Investment Advice and Management (PCIAM). 

Location: London

A bit about me:

I enjoy exercising in an effort to complete various challenges. This year, I hope to cycle from Clapham to the Quantocks and The Irish to the North Sea.

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 facing a challenge head on, taking one step at a time whilst keeping sight of the end objective.

Contact:

View Tom Stevens's profile on LinkedIn

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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.