Associate Director | Investment Manager
Luke joined MHA Caves Wealth 2015 as a trainee investment manager. He has since completed the CISI Investment Advice Diploma and achieved a distinction grade in the Private Client Investment Advice & Management qualification, awarding him with CISI Chartered Fellow status. In 2021, Luke was featured in Citywire Wealth Manager’s ‘Next Generation’ series.
Luke manages investment portfolios on a discretionary and advisory basis for private clients, Trusts and charities, as well as providing general advice and stockbroking services to our execution-only trading clients. Luke is a member of the MHA Caves Wealth Investment Committee, where he contributes towards our ‘house view’ and overall investment strategy. He also oversees the firm’s business development and marketing endeavours.
When not managing investment portfolios, Luke enjoys holidays abroad and playing league cricket across Northamptonshire. He is a supporter of Arsenal football club and at weekends, you can usually find him in countryside pubs after long walks with his partner, and miniature long-haired dachshund, Merlin.