Mark Graham

Areas of expertise

Mark specialises in:

UK and international private clients; Charities; corporate investment accounts; bespoke ESG portfolios

Experience

Mark joined Tilney in 2015, having previously worked for Barclays in an operations role within the Investment Banking division of the group. He has significant experience in managing and advising on investment portfolios for a wide variety of clients, including private clients, trusts, pensions, and corporate accounts. Mark is also one of the key members of both our specialist Charities team and our dedicated Universities team. Mark also manages and advises on a number of ESG-focused investment strategies, and has helped many clients to ensure that their ethical and sustainable views are fully reflected in their investment portfolios.

Mark is a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI). He also holds the CFA Certificate in ESG investing and a Masters in International Banking, Finance & Risk Management, and is originally a graduate of Mathematics from Glasgow University.

Notable client work and achievements

Directly managing investment portfolios across four generations of a family
Helping a client to remove any exposure to companies involved in Arms and Tobacco within their investments
Building and managing a bespoke Euro-denominated portfolio

Professional qualifications and memberships

Mark is a Chartered Wealth Manager, and a fellow of the Chartered Institute for Securities & Investment. Mark also holds the CFA Certificate in ESG Investing.