Max Trowbridge
Investment management
Areas of expertise
Private client investment management
Experience
Max joined the Smith & Williamson graduate programme in 2010 and manages a wide range of discretionary portfolios for private clients.
In addition to his private client work he is the lead analyst for the Media & Entertainment sector and sits on the European fund and Structured Product research teams.
Qualifications
Max graduated from Leeds University in 2009 with a degree in Economics. He holds the Chartered Wealth Management qualification and is a Chartered Fellow of the Chartered Institute of Securities & Investments (CISI).