Factors considered include the reputation and performance of the company that the nominee works for, promotion and business development success, feedback from senior executives, relative years of experience and involvement in promoting a great organisational culture.
Stewart has developed his industry knowledge with the Chartered Institute for Securities and Investment (CISI). He holds the CISI Level 7 qualification and is both a Chartered FCSI and a Chartered Wealth Manager. Stuart also holds a Masters in Wealth Management, displaying his extensive dedication to the industry.
Stewart works directly with Senior Investment Manager Andrew Barr – they are responsible for managing a range of client portfolios, on behalf of both private clients and via intermediaries across Shropshire. Stewart is also an active member of our Investment Selection Committee, supporting the wider team of Investment Managers at EFG Harris Allday.
“Stewart and I have worked together as a team for almost a decade, and he remains dedicated to addressing the needs of clients, especially in these rather febrile markets. He is good at removing emotion from the investment process, which allows good investment decisions to be made on behalf of clients when they themselves may be swayed by sentiment. One may not get timing just right when investing into falling equity markets, but it is right course of action when investors have a long-term investment time horizon.” – Andrew Barr, Senior Investment Director at EFG Harris Allday
The team at EFG Harris Allday are delighted for Stuart and his well-deserved recognition with PAM Insight.
