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Stephen Wyn Thomas Investment management

Stephen Wyn Thomas

Investment management

Areas of expertise

Private Client Investment Management for both UK and Offshore clients.

In addition to portfolio management responsibilities, Stephen is a member of the company's Asset Allocation and Collectives Investment Group committees.


Stephen has over 20 years' experience in managing portfolios on behalf of private individuals, trusts, companies and charities.

Professional qualifications and memberships

Chartered Wealth Manager and Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).

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