Charteris - Treasury Portfolio Managers Limited

Jonathan Morgan, Chartered FCSI, Chartered Wealth Manager

Jonathan MorganTel: +44 (0)207 220 9780

Jonathan is a Chartered Fellow of the Securities and Investment Institute. He has worked in the Investment management industry for over 20 years.

He has previously worked at, and held important positions at large Institutional firms such as Rensburg Sheppards (now Investec), where he held the role of Divisional Director, specialising in the management of both discretionary and advisory private client portfolios, Julius Baer, where he worked in private client relationship management and business development and Hottinger, the Swiss Private Bank.

Prior to commencing his career in the city with Killick & Co stockbrokers in 1995, Jonathan served as an infantry officer in the British Army.