Shane Bennett Chartered
Head of Investment Strategy @Walker Crips
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WORK HISTORY
Head of Investment Strategy @Walker Crips
Within my Senior Investment Manager role, I manage and advise on a variety of investment portfolios for clients across the South West, based in the Truro office. This includes client reviews and constantly working to ensure client portfolios remain suitably invested in accordance with their specific personal circumstances, risk profile and aims & objectives. I place deals on behalf of clients including individual equities, bonds and derivatives within dealing rules.Within my Head of Investment Strategy role, I am a member of the Investment Senate and other Model Portfolio Committees contributing towards asset allocation and security selection decision making for the Model Portfolio Service. I also assist with the production of market commentaries and external communication with the financial press.Citywire Article: https://tinyurl.com/4n639uh9
EDUCATION
University of Plymouth
BA (Hons), International Financial Services
SKILLS
ABOUT SHANE BENNETT CHARTERED
Head of Investment Strategy at Walker Crips
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