New Chartered Wealth Manager, 26, wins promotion
A 26 year-old who recently became qualified as a Chartered Wealth Manager has won promotion at his firm.
Leeds-based boutique investment firm Myddleton Croft has promoted Robert Feather to the position of senior investment manager.
Mr Feather, 26, who joined the firm in early 2013 as a trainee investment manager, recently achieved the CISI Chartered Wealth Manager Qualification, the highest level of professional qualification in his field.
He graduated from Northumbria University with a degree in Economics and Geography, and spent 18 months working as a project manager during his final year at university and for a short time after graduating.
During his four years with Myddleton Croft, he has assisted investment director Patrick Toes in managing around 400 client portfolios. Soon after joining the firm, he achieved the regulatory benchmark Level 4 CFA Investment Management Certificate and then chose to go on to study for the CISI Level 7 Diploma.
David Cowell, founder and chairman of Myddleton Croft, said: “As I celebrate 50 years in business, I am proud to see the firm developing young talent and helping to nurture the next generation of wealth investment professionals.
“Rob has impressed us all with his hard work and dedication, handling a demanding job whilst also studying for the profession’s highest qualification.”
Mr Feather said: “I have learnt so much over the last four years, working with such an experienced team. I’m really looking forward to extending my role and using my expertise to help ensure the continued success of our discretionary portfolios and the outstanding service we provide to clients.”
Myddleton Croft has grown to a nine-strong team, working with independent financial advisers, solicitors and accountants, throughout the North of England and further afield who use the firm’s investment management expertise to complement their existing financial service propositions. It serves private clients, charities, pension funds and trusts.