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A Tailored Solution

Our service can provide an investment solution for some international clients, as well as domestic based clients who require this approach. We work closely with you and your other advisors such as professional trustee companies, to ensure we understand your investment needs and provide a tailored service that gives you peace of mind.

You will be looked after by two investment managers who will be responsible for the day to day management of your investments.

 

Call us now on 01722 424444 to set up a meeting

Our Approach
01

Interests aligned

02

Professional Trustees - Working in Partnership

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Access to your manager

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Secure online access

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Continuous monitoring

Oliver Findlay - Investment Director
Oliver joined Gore Browne in 2017 after fourteen years as a director and team leader at Brewin Dolphin. Oliver specialises in offshore accounts for trusts and companies based in the Channel Islands, and is leading Gore Browne’s expansion in this area. He is a Chartered Fellow of the Chartered Institute of Securities and Investment (CISI).
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James Crarer - Investment Manager
James has experience working with private clients, families, trusts and pensions as well as offshore trustee companies. He is involved with general business development, particularly with developing partnerships with other professional services firms. He is a Chartered Member of the Chartered Institute of Securities and Investment (CISI).
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Tom Hewitt - Director
Tom joined GBIM in 2017. He spent 14 years at Bank of Scotland and its successor Lloyds Bank. Tom works as an Investment Manager looking after clients’ portfolios and developing new business. He is a Chartered Member of the Chartered Institute of Securities and Investment (CISI).
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Bertie Gore Browne - Investment Director
Bertie was a founder partner and is involved in the day-to-day management of portfolios, as well as new business development. He is a Chartered Fellow of the Chartered Institute of Securities and Investment (CISI).
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