Alex Neilson

Portfolio Manager

Industry experience from2011

Alex Neilson

Alex is a Portfolio Manager in our Chester office and specialises in private client discretionary investment management for individuals and trusts. Alex re-joined in 2019, having previously worked for Cazenove Capital from 2012 to 2016. In the interim, he spent three years at Investec launching an online wealth management service. Alex has 8 years’ investment experience, is a chartered member of the Securities Institute and holds the Chartered Wealth Manager qualification.

Alex is a Portfolio Manager in our Chester office and specialises in private client discretionary investment management for individuals and trusts. Alex re-joined in 2019, having previously worked for Cazenove Capital from 2012 to 2016. In the interim, he spent three years at Investec launching an online wealth management service. Alex has 8 years’ investment experience, is a chartered member of the Securities Institute and holds the Chartered Wealth Manager qualification.