Michael Barr
Senior Investment Director @Close Brothers Asset Management
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WORK HISTORY
Senior Investment Director @Close Brothers Asset Management
Edinburgh, GB
Qualified investment manager responsible for truly bespoke discretionary portfolios on behalf of a range of clients including SIPP\'s, personal funds, charities and trusts.
EDUCATION
The Chartered Institute for Securities and Investments
Investment Advice Diploma (IAD)
Chartered Institute for Securities & Investment (CISI)
Chartered Wealth Manager Qualification, Wealth Management
CFA Institute
IMC, Investment Management Certificate
The Chartered Institue for Securities and Investments
Private Client Investment Advice and Management Diploma
University of Stirling
Bsc (Hons); Management Science
ABOUT MICHAEL BARR
RDR compliant Investment Management professional and Chartered Accountant based in Edinburgh.Currently RDR level 7 qualified holding Chartered Wealth Manager Qualification, PCIAM, the Investment Advice Diploma, the CFA Certificate in ESG Investing and the Investment Management Certificate. Also a member of ICAS, CISI and the CFA Society of the UK. Areas of focus include- Global Equites- UK Small & Mid Cap Equities- BPR qualifying AIM Equities- Private clients, charities and pensionsSpecialties: Discretionary Fund Management, Investment Management, SIPPs, Charities, Private Clients, UK Equities, AIM Equities, Private Equity, Investment Trusts, Unit Trusts, Offshore Funds, Investment Manager, Absolute Return, High Yield, Alternative InvestmentsNo investment is without risk. Values can go down as well as up and investors can get back less than they put in.
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