Chris Birch

Areas of expertise

Investment Director working with Private client multi-generational families, senior executives, and business owners to implement their financial goals, aims and ambitions.

Experience

Chris has worked in the industry for more than 25 years with his primary focus on discretionary fund management. He thrives on working with family offices, high net worth private individuals, pensions, companies and trusts. Key to this success is understanding what investment capital can provide for each investor when considering individual longer-term aspirations. Chris works closely with lawyers, accountants and financial planners.

Notable client work and achievements

Chris works with several leading professional legal, accounting and financial planning practices for on and offshore clients. During his career he has developed trusted relationship responsible for team assets in excess of £2bn.

Professional qualifications/memberships

• Chartered Wealth Manager
• Chartered Fellow of the Chartered Institute for Securities & Investment (CISI)