Geordie joined the company in 2021 and is a Portfolio Manager taking care of a wide range of direct client relationships, particularly those invested in our in-house flagship funds such as the Waverton Portfolio Fund. He works closely with and alongside three longstanding Portfolio Managers in the same team and acts as secondary Portfolio Manager on a range of directly invested portfolios frequently providing in-depth analysis regarding capital gains or cashflows.
Geordie holds the Investment Management Certificate, two of the three modules of the Investment Advice Diploma (Securities and Investment Risk & Taxation) and the CISI Chartered Wealth Manager Qualification. He graduated from the University of Exeter with a degree in Business and Management.
