Chartered Wealth Manager (Chartered FCSI) - CISI Level 7 Diploma with over 10 years’ investment experience.
Matthew joined Oxonian Capital in August 2024, working primarily with private clients, incorporating ISAs, pensions, trusts and other vehicles where applicable, but also investments for companies and charities. He offers each client a personalised experience, forming strong relationships with them, and often advising multiple generations of the same family.
He started at Brewin Dolphin, following a degree in Economics, Finance & Banking, having already undertaking internships at several large global financial services businesses. In recent years he has built up trusted relationships with clients, working closely with them on the management of their investment portfolios.
Matthew is very comfortable working with other professionals, notably financial advisors, solicitors and accountants, to ensure clients receive a well-rounded service and has good relationships with local contacts he can call on to assist clients where appropriate.