Peter Bottomley
Investment Manager
About Peter
I manage discretionary portfolios for private clients, charities, and trusts, taking the time to thoroughly understand each client’s individual needs and long-term objectives. This enables me to construct and manage diversified portfolios aligned with their goals, while building strong, trusted relationships along the way. My focus is on preserving and growing wealth over the long term, working collaboratively with our wealth planners and a network of external professional partners to support both new and existing clients.
I am a member of the Chartered Institute for Securities & Investment and hold a First-Class MA degree in Economics from the University of Edinburgh. In 2020, I was awarded the CISI Prize for achieving the highest mark in the Diploma in Investment Advice qualification, and in 2021, I was recognised in Citywire Wealth Manager’s Top 30 Under 30 list.