Senior Wealth Advisor
Grey enjoys delivering comprehensive and individualized financial advice in his position as Senior Wealth Market Leader. His 12 years of experience have been marked by personal attention and a goal-oriented approach to investment management. In order to help clients achieve their financial goals and create solid relationships with each and every one of them, Grey utilizes long-term planning.
Grey was employed by Aldwin Callen in 2016 after working for Barclays for 8 years and Newton Investment Management for 4 years. He has 12 years of expertise in senior portfolio management and financial markets in serving high-net-worth individuals and families.
Originally from Manchester UK, Grey graduated from University of Edinburgh with a bachelor’s degree in finance.
Grey is a devoted husband and is active in a number of charities.
What has driven you to your current career path?
The independence and ability to make decisions that are best for my clients are the most appealing aspects of Aldwin Callen. Since joining, the colleagues I engage with on a daily basis have been tremendously supportive. At every stage, the ease of doing business has exceeded my expectations, and I am convinced that my clients will benefit.
What is the most adventurous thing you’ve done?
Bungee Jumping, South Africa.