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Alex Philipson

Investment Manager

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Most people and businesses can’t find investments that will earn very high rates of return. A company that can earn a high return on capital is therefore very special - Joel Greenblatt

Alex is one of our Investment Managers and joined Dowgate Wealth in October 2022.  On leaving Durham University with an upper second-class degree in History and Politics, Alex joined Gartmore Group on the global dealing desk in 1997 and then moved to Williams de Broe in 1998 as a Private Client Investment Manager specialising in the commodities sector. In 2011 Alex joined Cheviot Asset Management as a partner, continuing to manage private client portfolios. In 2016 Alex joined Rowan Dartington to manage his client base, returning industry benchmark beating returns. This role was combined with a responsibility to develop the discretionary offering to the advisers of the parent company, St James’s Place. On account of this length of tenure Alex has become a Chartered Fellow of the Chartered Institute for Securities & Investments.

Alex enjoys managing portfolios on a bespoke discretionary and advisory basis for all client types and enjoys working closely with financial advisers to achieve the optimum outcome for their clients.

Dowgate Wealth offers Alex the opportunity to provide truly bespoke solutions for clients, should that be appropriate. The small and mid-cap direct equity expertise sits well with Alex’s experience in managing alternative and ESG investments. Away from work Alex is keen on golf, live music, travel, and walking.

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