Telephone: 01722 424444
Charles joined Gore Browne Investment Management in April 2006 and became a Partner on 1 December that year.
In addition to constructing portfolios, making investment decisions and reporting to existing clients of the firm, he monitors and researches individual equity investments. External research is provided by a number of domestic and global stockbrokers and investment banks and is used in conjunction with company reports. He also follows the investment process and style, underlying investments and performance of third party collective investment funds, meeting managers throughout the year.
Charles’s background, first qualifying as a Chartered Accountant with Touche Ross in 1980 and then joining Cazenove & Co. as an equity research analyst in 1985 provides an ideal foundation for his current role. He became a Partner of Cazenove & Co. in 1994 and took over the running of Cazenove Capital Management’s private client office in Oxford in 2001 as well as Salisbury in 2003.