Sam Carleton
Investment management
Areas of expertise
Sam specialises in:
Global Equity Funds
Hedge Funds
Beverage Sector
ESG Portfolios
Experience
10 years experience in the Wealth Management Sector, managing portfolios to a range of objectives on behalf of Private Clients, Charities and Corporations.
Notable client work and achievements
Working with a client to address specific Ethical, Social & Governance Objectives and drive a variety of positive impact outcomes from a portfolio.
Professional qualifications and memberships
Chartered Financial Analyst (CFA®) charter
Chartered MSCI
Private Client Investment Advice & Management
Investment Advice Diploma