Max de Carteret
Investment Manager
About Max
I joined the company in 2021 on the Discretionary management team. My main responsibility is the provision of discretionary portfolio managed solutions to institutions, intermediaries and private clients. I am a passionate member of our Fund selection and Fixed Interest direct committees and specialise in lower risk portfolios.
I have a BA (hons) in Financial Services, Investment Advice Diploma, Investment Management Certificate and the Private Client Investment Advice & Management Certificate. I also hold table four and five trust qualifications. I am a Chartered Fellow of the CISI.