Scott Wallis

Investment Manager - Chartered MCSI

Scott joined GBIM in 2021 and qualified as an Investment Manager later that year.  He has gone on to become a Charted Fellow of the CISI, having completed the Investment Advice Diploma and Certificate in Private Client Investment Advice & Management, and a CFA Charterholder, after passing all three levels of the CFA Program first time.  

After graduating from the University of Exeter in 2017 with a BSc in Economics and Finance, Scott joined Saunderson House where he trained in Financial Planning. Having completed his CII Advanced Diploma in Financial Planning, he made the move to GBIM to focus on pure Investment Management, bringing with him valuable experience of holistic wealth management. Scott looks after a variety of clients, constructing and actively managing bespoke investment portfolios to meet their specific needs and objectives, and has previously been a member of the Investment Committee for the group’s AIM Portfolio Service.

Outside of work Scott is a keen sailor and, as a member of the Royal Thames Yacht Club, spends much of his free time on the water racing dinghies and keelboats.

Scott recently became a Dementia Friend, an Alzheimer’s Society Initiative. Click here to find out more.