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Gary is an Investment Consultant based in our Jersey office, primarily focused on providing investment advice and relationship management to clients utilising the Enhance Portfolio offering. He also forms part of the Enhance Investment Committee function, and acts as a voting member to the Committee.
Gary joined Enhance in 2013 and has over 10 years’ experience working within the financial services sector. Gary is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI). He holds the level 6 Private Client Investment Advice and Management Certificate as well as the Investment Advice Diploma.
In 2018 Gary became a member of the CISI Jersey Branch Committee. Outside of work, much of his spare time is spent with his young family, typically driving them from one activity to another!
Enhance Portfolio works like a fully outsourced system, providing investment suitability advice, third party investment management, centralised custody and monitoring, all across one independent and regulated platform.