Having joined in May 2018, Olly is an Investment Manager within the Kingswood Wealth Investment Management team, actively managing the investable wealth of both individual clients and Trust structures.
He manages risk-weighted, multi-asset investment portfolios in a variety of tax wrappers, with a particular interest in the ever-growing ethical, socially responsible and sustainable investment universe. He operates predominantly out of our City of London office, and also frequents the other regional Kingswood offices.
He graduated in 2013 from The University of Birmingham with First Class Honours in Accounting and Finance and his first role in financial services was at a Mayfair-based wealth management firm, before later moving on to other ventures. As well as being a level six Investment Manager with the Chartered Institute of Securities and Investments, he is also a qualified financial planner with the Chartered Insurance Institute. Outside of work, Olly can be found on the slopes of the Alps skiing, playing and watching both football and rugby, and is a fair-weather golfer.