Congratulations

March 28, 2019 | posted in Experiences and Places

The PAM Top 40 Under 40 initiative identifies, recognises, introduces and promotes the rising stars of the private client wealth management world in the UK and UK Crown Dependencies.

Charles provides an invaluable link between Citimark and Bowmore and we are delighted that his continuous hard work, dedication and exceptional standards have been recognised with such a prestigious accolade.

PAM’s publication on Charles’ achievements over the past 12 months is quoted below:

“Charles joined Bowmore in early 2018 as the firm’s portfolio specialist. Charles is responsible for promoting Bowmore’s discretionary services to the firm’s intermediary partners, as well as meeting with clients directly. Within his first 12 months at Bowmore he played an instrumental role in adding £70 million of assets under management. Charles also played a key role in establishing Bowmore’s managed portfolio service with platform providers such as Standard Life Investment Hub and Parmenion. Prior to joining Bowmore, Charles was a Discretionary Wealth Manager at HSBC Global Asset Management. Charles is also a Chartered Member of the Chartered Institute for Securities and Investment.” PAM Insights – The Wealth Net – 2019

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