Ryan Harvison
Investment management
Areas of expertise
Ryan provides a bespoke investment management service for private clients, trusts, charities and pension funds. Ryan manages bespoke portfolios and works closely with other professional advisers to ensure the client's objectives are suitably met.
Experience
Ryan is an Associate Director based in the Glasgow office. Ryan joined the company in 2014.
Notable achievements
Ryan takes pride in assisting clients with the complex nature of wealth management.
This includes managing wealth for different generations of families and supporting trustees increase their knowledge.
Professional qualifications/memberships
Ryan holds the Chartered Wealth Management Qualification and is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI)