Charlie Purton
Investment Manager
Investment management
Areas of expertise
Managing a broad range of Multi-Asset portfolios for private clients and their families. These vary across different structures including Family Investment Companies (FICs), Trusts, Pensions and Offshore Bonds.
Experience
Joined the Smith & Williamson graduate scheme in 2020 having studied History at the University of Edinburgh.
Notable client work and achievements
Internal equity analyst for the Industrials sector, as well as a sector specialist for US funds and Multi-Asset funds.
Professional qualifications/memberships
Completed the Investment Advice Diploma and the Chartered Wealth Manager Qualification.