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Rupert Allison

Senior Advisor

Rupert is a Senior Advisor with over 30 years experience of the financial markets, working in various areas of the Wealth Management industry.

Rupert trained and qualified as a Fund manager at Indosuez Gartmore where he managed institutional and private client portfolios.  He has continued throughout his career to be principally involved in Fund Management and Wealth Asset Allocation advice. Formerly a Director of BZW Portfolio Management (Barclays), Barclays Private Bank , HSBC Private Bank , Coutts Private Office, and latterly Weatherby’s Private Bank.

Rupert holds a law degree and is recognised as a Chartered Wealth Manager by CISI.