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 PAM) for two consecutive years.
Mark is a founder and Director of Bowmore Asset Management. Over the past 26 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.
Joining the Financial Services industry in 1988. He is a Certified Financial Planner who over the last 26 years 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.
Chris is actively involved in the development of the research process at Bowmore, assisting James Keen with the analysis and monitoring of our investment portfolios. In addition he helps to implement the asset allocation decisions across portfolios for our clients. Chris is the key contact responsible for the day-to-day administrative requirements of our independent financial advisory partners.
Chris holds the CISI Private Client Advice, Investment Management Certificate, and CISI IAD Securities qualifications.