Portfolio Director, Head of DFM Investment Strategy
Steven Rooke is a Portfolio Director having joined in 2005 from State Street Bank. He graduated from the University of East Anglia with a 1st class honours degree in Mathematics and Statistics, and is a Chartered Fellow of the Chartered Institute for Securities & Investments with a Masters in Wealth Management. He is responsible for managing the Model Portfolio Service together with bespoke private client portfolios. Steven has 12 years’ investment experience.
The value of investments and the income received from them can fall as well as rise. Investors may not get back the amount invested.