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Sam Carleton Investment management

Sam Carleton

Investment management

Areas of expertise

Sam specialises in:

Global Equity Funds

Hedge Funds

Beverage Sector

ESG Portfolios


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

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