Alex Imrie

Areas of expertise

UK and international private clients, charities, entrepreneurs, families, onshore and offshore portfolios.

Experience

Alex previously worked as an Equity Analyst at Kleinwort Benson. He works closely with individuals, families, pensions and trusts and invests the portfolios he manages to all risk parameters and investment objectives and across all asset classes.

He heads up the North America Collectives Research team and is responsible for recommending and analysing third party funds. He also leads the equity research team for the Support Services sector and is a committee member of the AIM portfolio service.

Notable client work and achievements

Alex was named in Citywire’s Top 100 Wealth Managers in 2018

Professional qualifications/memberships

• CFA Charterholder
• Chartered Fellow of the Institute for Securities and Investment