Director - Chartered FCSI
Bertie was a founder partner of the LLP and is involved in the day-to-day management of portfolios, as well as new business development. He has been managing private client and charity portfolios in Salisbury since 1987 when he ran the regional office of Cobbolds. From 1991 to 2000 he opened and ran Cazenove’s first regional investment management office.
Bertie was a director of a new investment management company that he set up with his ex-Cazenove colleagues from 2000 to 2004 before establishing GBIM. He is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI).
Prior to 1987 Bertie spent six years in the City at Mullens & Co working in the fixed interest market and from 1974 to 1978 he served in the army. Outside the office he can usually be found on a golf course with his dog.