Director – Investment & Wealth Planning
Chris has been instrumental in establishing Wealth Jersey’s investment proposition including Wealth planning, Investment management & analysis with particular focus on providing tailor-made investment solutions and holistic opinion on the suitability of clients’ existing investments.
Chris is a Shareholder and Director as well as the Wealth and Investment Planning Director, having joined Wealth Jersey after a long career in investment management, starting in 1987 at a local stockbroker, starting as a bond dealer on the dedicated fixed interest team which he then headed up from 1998, creating fixed interest models still used today. Having assumed responsibility for the entire broking area, performing marketing and research strategies for the company, Chris took on the role of Head of Fixed Interest discretionary management in 2004, growing the specialist fixed interest management business. Chris was also a member of the asset allocation committee and a corporate pension trustee.
He is a Chartered Fellow of the Chartered Institute of Securities & Investment and a Chartered Wealth Manager
Chris has three growing lads and his passion, outside of family and work, is at the golf course and a member at Royal Jersey Golf Club.
+44 (0)1534 888404