James is a founder and Director of Bowmore Asset Management and is responsible for managing client portfolios and has oversight of the portfolio construction process.
Before establishing his own investment business, for many years James was an Investment Director at Brooks Macdonald, where he was one of three Investment Committee members responsible for the entire investment process. He was an Asset Allocation Committee member, head of the five London investment teams and was responsible for client relationships representing £239 million of client portfolios.
James was recognised as one of the "Top 40 under 40" advisers in wealth management in the UK (as awarded by Private Asset Managers [PAM]) for two consecutive years.
Mark is a founder and Director of Bowmore Asset Management. Over the past 27 years he has developed a high quality client bank of
entrepreneurs and high net worth individuals and has gained exposure to a vast array of businesses.
Having joined the Financial Services industry in 1988, he is a Certified Financial Planner who, since then, has assisted many clients in quantifying their personal objectives and creating financial plans to meet their long-term aims.
Mark’s fundamental drive is to develop an investment solution for you which accurately reflects your investment objectives and your attitude to risk and loss. Markets are becoming increasingly difficult to navigate and as a result your investment manager should be highly skilled and prepared to invest with conviction in order to identify value without over exposing you to risk. Bowmore Asset Management has been created to meet this need.
Owen is responsible for the day-to-day administration and operational requirements of the firm and liaises directly with our independent financial advisory partners. He is also actively involved in the research process at Bowmore, assisting James Keen with the analysis and monitoring of our investment selections.
Owen holds the Investment Management Certificate and the CISI Private Client Investment Advice & Management Certificate.
Charles joined Bowmore in early 2018 as the firm’s portfolio specialist to assist our advisory partners. He regularly meets with both existing and prospective clients to discuss our investment proposition and our discretionary portfolio management service.
Prior to joining Bowmore, Charles worked as a discretionary wealth manager at HSBC Global Asset Management and he started his career as a trainee investment manager with Quilter Cheviot Investment Management.
Charles holds the CISI Chartered Wealth Manager qualification and is a chartered member of the Chartered Institute for Securities and Investment.