As a Senior Investment Manager and CF30, Andrew’s role encompasses all aspects of portfolio management, fund selection and asset allocation. Additional responsibilities include portfolio analysis, risk profiling, marketing, operational support, sales support, dealing, website maintenance and attendance at numerous events and committees.
He is tasked with developing and managing a wide range of investment solutions and has a particular passion for enhancing Parmenion’s Ethical portfolio range and supporting literature. Andrew has a degree in Economics from the University of York and is a CFA Charterholder with 10 years’ experience in the financial services industry, having spent the last 8 years in investments working with Rathbone Greenbank initially before joining Parmenion in November 2010.
Andrew was awarded a position in the Wealth Manager Top 100 2017 and 2018, which recognises the most influential people in fund selection across the private client industry. Andrew is also part of Citywire’s exclusive class of rising wealth talent, having been awarded a position in their annual Top 30 Under 30 league for 2014, 2015, 2016, 2017 and 2018.