Director | Investment Manager
Andrew is a director of MHA Caves Wealth. He was the firm’s Chief Executive from 2003 until 2019, overseeing the enhancement of its investment management and financial planning capabilities to enable the development of the integrated wealth management service that has become so valued by our clients.
Recognised as a Chartered Fellow of the Chartered Institute for Securities and Investment (Chartered FCSI), Andrew has over 30 years’ experience of managing portfolios for private clients, trusts and charities and is an active member of the MHA Caves Wealth investment committee, which oversees the firm’s asset allocation and investment strategy. He is also the compliance officer, ensuring that MHA Caves Wealth maintains robust systems and controls and meets all its continuing regulatory obligations.
When not managing portfolios (or completing compliance returns), Andrew enjoys travelling, eating out, keeping fit and working on his golf game. He is also involved as a trustee serving local educational and healthcare organisations.