Callum Davies
Investment Manager
About Callum
In my role as an Investment Manager, I specialise in managing a range of portfolios across a variety of asset classes for my clients. I began my career in 2014 at Hargreave Hale, a leading smaller-companies investment house, joining CGWM in 2017 when it acquired the business. I have performed a variety of roles within the front office, garnering a depth of understanding and experience. I work alongside Mike Davies and Paul Langford, am a member of the Closed Ended Investment Committee and a Chartered Member of the CISI. I hold the Level 6 Private Client Investment Advice and Management and am currently working towards my Level 7 Chartered Wealth Manager qualification.