About Alex
I have worked in the wealth management industry for over 30 years, joining Canaccord Wealth when they acquired Collins Stewart in 2012. My role predominately consists of advising on and managing various client accounts including charities, trusts and high net worth individuals. I am fortunate to work in a business which is based upon fostering long term relationships built on trust. With a clear understanding of my clients’ investment objectives and risk tolerance, I endeavour to deliver both excellent service and investment performance for my clients. I am a longstanding member of the Closed Ended Fund Committee and am closely involved in the analysis of trusts, their strategy, management and, not least, performance. I am a Senior Investment Director and Chartered Fellow of the Chartered Institute for Securities and Investment.