Max joined Epoch last year to enhance and take ownership of their existing Charity proposition and is our spokesperson on ethical investing. Max has over ten years of Financial Services experience, working with trustees throughout his career.
His first role focused primarily on undertaking investment analysis, performance monitoring, and regular reviews for existing clients at a professional Trustee Company. He then moved to gain client facing experience at Private Bank, SG Hambros (now Kleinwort Hambros), where he provided support to a wide range of clients. For the four years prior to joining Epoch, Max worked at Seven Investment Management in their Relationship Management Team.
Max is a Chartered Fellow of the CISI and has completed a wide range of industry qualifications, including the Investment Advice Diploma, Diploma in Investment Compliance and the Certificate in Private Client Investment Advice & Management. Max is also a Fellow of the RSA.