Brian joined Dowgate Wealth as an Investment Manager in March 2023. He hails from Newcastle Upon Tyne but spent most of his childhood living in Essex before settling down in South London. Brian began his financial career at Coutts & Co private bank in the late 80s, before moving to Merrill Lynch almost a decade later. Following the sale of the international private client business to Julius Baer, he joined Sanlam Private Wealth, where he provided execution, advisory and discretionary portfolio services to both corporate and private clients.
He has deep knowledge and experience across a variety of asset classes, ranging from equities to structured investments and adopts a disciplined approach to asset allocation and risk management, whilst seeking shorter term tactical opportunities where appropriate. Brian prides himself on providing an extremely high level of service, which has been ingrained in him from his time working at some of the highest profile companies in London.
He is a chartered member of the Chartered Institute for Securities & Investment and is qualified to provide investment advice in Securities & Derivatives.
Outside of the office, Brian is a governor at a special educational needs school in Wallington and likes to spend as much time as possible with his wife and two sons. He is a keen football follower.
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