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Henry W.

Portfolio Assistant at Charles Stanley Group

Henry W. is a skilled finance professional currently serving as a Portfolio Assistant at Charles Stanley & Co. Limited since January 2019, focusing on portfolio construction and management for high-net-worth clients, charities, and trusts, with a keen interest in Responsible Investment. Previously, Henry worked as an Account Manager at iotec Global from 2016 to 2018, managing client accounts for diverse sectors including tourism and finance, leveraging machine learning for ethical media buying. Earlier experience includes a role as a Pharmacy Bank Assistant with Royal Devon and Exeter NHS Trust, where responsibilities encompassed project coordination and database management. Henry holds a BSc in Economics from the University of Plymouth, completed in 2016, and attended Colyton Grammar School from 2006 to 2013.

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