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Stuart Wilson

Head of Portfolio Management, Isle of Man

Portfolio Management

Isle of Man

About Stuart

I joined the company in 2007 and feel proud to work for a multi award-winning firm. With over 30 years of experience in banking and investments, I am a member of the Securities Institute and Head of Portfolio Management in the Isle of Man. My top priority is how my team and I can continue to improve our clients’ experience, with a particular focus on excellent service and portfolio performance.

I manage a range of portfolios for individuals, pension funds, and trusts providing an end-to-end relationship. This ensures that I always understand the client’s investment requirements and am able to assist and advise whenever required.

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If you’d like to have an informal, no obligation conversation or have questions for us directly, please get in touch.

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