About Karl
I started out in wealth and investment management in 2010 following a short service commission with the British Army, joining Canaccord Wealth as an Investment Manager in 2017. It is a huge privilege to manage the investment portfolios of my clients and I am committed to helping them achieve their objectives and goals. I also enjoy spending time with my advisory clients; identifying new investment opportunities that are right for them and their objectives. My clients include individuals, family offices, charities and trusts. In addition to this, I manage a team of investment managers and sit on the firm's Investment Trust selection committee. This allows further collaboration with colleagues to achieve the best outcomes for our clients.
I am a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) and outside of work I am a Trustee for a military veterans supported housing association.