Alex Waddington

Areas of expertise

Alex specialises in:

Managing investment portfolios for Private Clients and their complex structures including Open Ended Investment Companies, Family Investment Companies, SIPPs and Family Trusts with a particular focus on direct global portfolios.

Experience

Alex joined the graduate scheme in 2015 and became a Partner in 2024.

Notable client work and achievements

Alex was listed as a rising star within the Ultra-High New Worth category by Spear's Magazine in 2021.

Professional qualifications and memberships

Alex is a Chartered MCSI and a member of the Chartered Institute for Securities and Investment (CISI),