Bio

Charlie is a Partner at Alvarium. He is a senior advisor within the firm and heads the London investment advisory division. Prior to joining Alvarium in 2011, Charlie was a Manager within Deloitte’s Investment Advisory business. He has over 16 years of experience in the investment management industry, and specialises in advising individuals, families, trustees, corporates and charities. He advises clients in the UK and overseas, many of which have a multi generation element. Charlie graduated with a Bachelor of Arts (Honours) in Business from the University of Newcastle and is a Chartered Fellow of the Chartered Institute for Securities and Investment (FCSI) and a member of the UK Society of Investment Professionals. He lives in London with his wife and three children.