![Mark Peter Smith](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profil
Mr. Mark P.
Smith is a Partner at Andrews Gwynne LLP.
He joined the firm in February 2007 and became a Partner in July 2012.
As well as helping to run the business day-to-day, his primary roles include portfolio management, being a member of the investment committee, and investment research.
He has been instrumental in developing the core investment strategy and unconstrained research process, resulting in client portfolios being truly multi-asset.
His passion is finding new strategies and smaller funds that the firm can access and use before peers.
From a client perspective, he is successfully building his own client base of senior individuals from the fund management industry and other private HNW individuals.
Mr. Smith industry qualifications include the CII Diploma in Financial Planning, CII AFPC papers G10 Taxation & Trusts / G20 Personal Investment Planning, and the CFA Investment Management Certificate.
Aktive Positionen von Mark Peter Smith
Unternehmen | Position | Beginn |
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Andrews Gwynne LLP
![]() Andrews Gwynne LLP Investment ManagersFinance Andrews Gwynne LLP is a private wealth management firm headquartered in Leeds, UK. The firm was founded by Andrew Gwynne and Douglas Croft in 2006. They were acquired in 2023 by IM Asset Management Ltd., a subsidiary of Irwin Mitchell Holdings Ltd. Andrews Gwynne provides bespoke discretionary portfolios with tailored financial advice to private clients. | Analyst-Equity | 01.02.2007 |
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Private Unternehmen | 1 |
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Andrews Gwynne LLP
![]() Andrews Gwynne LLP Investment ManagersFinance Andrews Gwynne LLP is a private wealth management firm headquartered in Leeds, UK. The firm was founded by Andrew Gwynne and Douglas Croft in 2006. They were acquired in 2023 by IM Asset Management Ltd., a subsidiary of Irwin Mitchell Holdings Ltd. Andrews Gwynne provides bespoke discretionary portfolios with tailored financial advice to private clients. | Finance |