Michael Mckenzie work email
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Michael Mckenzie personal email
I am a motivated and conscientious individual responsible for managing investment portfolios on a discretionary basis for private clients and clients of financial advisers. Client portfolios include private clients, personal pensions, trusts, onshore and offshore bonds, charities, corporate accounts and SSAS’s.I am a Chartered MSCI of the Chartered Institute for Securities & Investment. Within Brooks Macdonald I am involved in the UK stock and thematic equity research sectors.
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Investment DirectorBrooks Macdonald Jul 2023 - Sep 2024Edinburgh, Scotland, United KingdomI am a motivated and conscientious individual responsible for managing investment portfolios on a discretionary basis for private clients and clients of financial advisers. Client portfolios include private clients, personal pensions, trusts, onshore and offshore bonds, charities, corporate accounts and SSAS’s.I am a Chartered MSCI of the Chartered Institute for Securities & Investment. Within Brooks Macdonald I am involved in the UK stock and thematic equity research sectors. -
Portfolio ManagerBrooks Macdonald Jun 2020 - Jun 2023Edinburgh, United KingdomBrooks Macdonald is an award-winning investment management firm, dedicated to providing an outstanding level of professional investment management services to private clients, trusts, charities and pension funds.Responsible for on-going bespoke portfolio management of a range of clients including Private individuals, Trusts, Charities and Pension Funds. -
Portfolio ManagerCornelian Asset Managers Jul 2018 - Jun 2020Edinburgh, Scotland, United Kingdom
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Trainee Portfolio ManagerCornelian Asset Managers Aug 2016 - Aug 2018Edinburgh, Scotland, United Kingdom
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InternshipOne Solution Group Jul 2014 - Aug 20141 Blythswood Square, Glasgow, G2 4AdI completed a 6 week internship with a Wealth Management Company primarily focussing on the Paraplanning aspect of the business. As part of my work I successfully researched and prepared presentations and client reports reporting these back to the financial advisers. I also spent a week shadowing an IFA in their London office.
Michael Mckenzie Skills
Michael Mckenzie Education Details
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Qcf Level 4 -
Strathallan School4 A'S -
Certificate In Paraplanning, Life & Pensions, Investment Operations -
The Chartered Institute For Securities & Investment (The Cisi)Private Client Investment Advice & Management -
Investment Advice Diploma (Iad)
Frequently Asked Questions about Michael Mckenzie
What is Michael Mckenzie's role at the current company?
Michael Mckenzie's current role is Investment Director.
What is Michael Mckenzie's email address?
Michael Mckenzie's email address is mi****@****ald.com
What schools did Michael Mckenzie attend?
Michael Mckenzie attended University Of Glasgow, Chartered Insurance Institute, The Chartered Institute For Securities & Investment (The Cisi), Strathallan School, Chartered Insurance Institute, The Chartered Institute For Securities & Investment (The Cisi), The Chartered Institute For Securities & Investment (The Cisi).
What are some of Michael Mckenzie's interests?
Michael Mckenzie has interest in Economic Empowerment, Education, Environment, Poverty Alleviation, Science And Technology, Health.
What skills is Michael Mckenzie known for?
Michael Mckenzie has skills like Management, Investments, Financial Advisory, Corporate Finance, First Aid, Regulations, Socio Economic, Award, Venture Capital.
Not the Michael Mckenzie you were looking for?
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Michael McKenzie
Greater Liverpool Area -
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Michael McKenzie
Greater Edinburgh Area4ventientenergy.com, intergen.com, veolia.com, hw.ac.uk -
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