Charlie heads our Insurance Solutions’ Portfolio Management team, with responsibility for asset allocation and portfolio positioning across insurance clients. Working closely with Client Directors, he ensures clients benefit from tailored, high‑quality investment insight aligned to their specific objectives.
Charlie brings 19 years of investment experience, having joined the firm as a Senior Investment Manager following the acquisition of Charles Taylor Investment Management Limited (CTIM) in November 2023. At CTIM, he was a member of the Investment Committee, leading equity strategy across multi‑asset portfolios, and successfully managed UK equity strategies across clients. He also acted as lead Portfolio Manager for a large US mutual insurer, overseeing multi‑asset discretionary and advisory mandates, including asset‑liability matching solutions.
Previously, Charlie spent over a decade at UBS, where he held senior portfolio management roles spanning UK equity selection, fund selection, multi‑asset portfolio construction, and discretionary management. He is a CFA Charterholder and holds an MSc in Mathematics for Application from Royal Holloway, University of London.
