Henry Merrick
Investment Manager
About Henry
I work closely with UK and international private clients and their families to manage and develop investment portfolios aligned with their long-term objectives. I have nearly seven years’ experience in wealth and investment management, having previously spent five and a half years at Sarasin & Partners managing portfolios for high-net-worth and ultra-high-net-worth private clients and charities.
My experience spans discretionary and advisory investment management, portfolio construction, asset allocation, investment research and fund selection. I take a long-term, client-focused approach, combining a detailed understanding of each client’s circumstances and objectives with rigorous investment analysis to build and manage diversified portfolios.
I am a Chartered Wealth Manager, having completed the CISI Level 7 Chartered Wealth Management qualification. I also hold the CFA Investment Management Certificate and the CISI Financial Planning & Advice Diploma. I achieved First Class Honours in Economics from Loughborough University.
In my spare time I enjoy spending time on a cricket pitch, golf course or on my bike.
