Investment Management

A wide range of services where you can choose your level of involvement in managing your investments. You can take all the investment decisions yourself and simply give us your instructions, you can access our expert advice for your portfolio or entrust the decisions to your dedicated investment managers.

As an independent investment manager, not tied to any funds, products or large institutions, we offer you transparency and flexibility to ensure that your objectives are met efficiently and successfully.

Compass Rose

Specialising in assisting individual clients and companies with multiple aspects of their wealth; from individual share trading and discretionary portfolio management to ethical investing, ISAs

Compass Rose

Bill Newton
Chartered FCSI
Investment Director

Bill has worked within the investment management industry for the last seventeen years, covering US, European and UK markets. Prior to Walker Crips, he worked within Barclays Wealth for seven years as a Vice President and senior member of the Equity Advisory Dealing Desk in their London headquarters. Bill is a Chartered Member of the Chartered Institute for Securities & Investments.

[email protected]
020 3100 8236

Mark Entwistle
CFA
Investment Director

Mark has been in the investment industry since being hired by Barclays Wealth in 2008. After working as part of the lending team in Barclays Private Bank’s Monaco office, Mark later joined the Equity Advisory Dealing desk in London. He is a holder of the CFA Charter and has a decade of experience advising private clients on investing into a range of securities, specialising in individual equities and bonds.

[email protected]
020 3100 8272

Steven Moss
Chartered FCSI
Investment Director

With over 25 years investment experience, Steven is well regarded within the financial services industry. Having started his career at Barclays and worked within various divisions such as Barclays Stockbrokers, Private Bank and Barclays Wealth, Steven has gained valuable knowledge and expertise essential to help guide investors through financial markets. Now in his sixth year at Walker Crips, Steven’s emphasis is on building long-term relationships with his clients, providing them with a trusted source of advice and investment solutions to help achieve their financial goals.

[email protected]
020 3100 8266

Contact

Should you have any questions or require any further information please call 020 3100 8235, email [email protected] or fill in the form below to request a call back.