Since our launch in 2015, we have been helping people like you – including private clients, companies and charities across the UK – to make the most of their wealth, unlocking its potential for today and tomorrow.
We are proud to be rooted in our North Wales community, and from this base we give our clients a global view, working closely with each one to create investment solutions tailored to their future goals. It is a proven, personal approach that puts our clients at the heart of what we do, with direct access to our skilled investment team and a level of service that is second to none.
Colin began his career as an investment manager in 1987, working with Henry Cooke Lumsden, a stockbroking firm in Manchester. He now has over three decades of experience, including time spent heading up offices for Brewin Dolphin and Quilter Cheviot.
Today, he leads the team here at Dragon Investment Managers, bringing his skills and expertise to the role of Chief Investment Officer. He is our senior investment executive, covering all aspects of the investment and portfolio management of clients’ funds – from conception to execution. He is also a member of our investment committee, providing sound, fully-supported recommendations and advice on investment mandates.
Contact Colin: firstname.lastname@example.org
Chris’s career in finance began at HSBC in 2007, and he is now a fully qualified investment manager and also holds an MSc in behavioural economics. He helped to set up Dragon Investment Managers in 2015, steering our investment philosophy and our approach to the markets.
As our Head of Investment Strategy, he chairs our investment committee, directing and managing our in-house economic research and asset allocations. Chris’s work has earned national recognition with several Money Management Awards to his name, and he now contributes our investment views to national publications such as Citywire.
Chris leads our global market insights across all asset classes including equities, real estate and credit markets. This work helps us make our tactical and strategic asset allocation decisions and leads to the generation of actionable investment ideas.
He also presents these views to a wider audience through professional seminars and speaking engagements.
Contact Chris: email@example.com
Matthew started his investment management career at Brewin Dolphin in 2000 where he was made a Divisional Director shortly after becoming fully qualified in 2003. In 2011 he joined Quilter Cheviot where he was involved in setting up a new office for the company based in North Wales. Matthew joined Dragon Investment Managers in 2017 and now leads our UK Equity research.
His 19 years of investment management experience are complemented by the fact that prior to this he spent 7 years as a Management Accountant. He makes sure that the equity portion of our investments, whether held directly or collectively, reflects our strategic view of the markets and he maintains a keen eye on risk and trading discipline.
Contact Matthew: firstname.lastname@example.org
Gareth began his investment industry career in 2012 having gained a degree in mathematics from the University of Manchester. He is now integral to the Dragon Investment Managers team and takes charge of trading on client portfolios as well as our in-house equity screening process – an essential part of our proprietary research process.
Alongside these responsibilities, Gareth continues to build on his skills and experience, and is currently studying towards the prestigious – and globally recognised – status of Chartered Financial Analyst.
Contact Gareth: email@example.com
Stephen’s career in financial services began in 1987, progressing in a corporate environment before he established his own business in 1999. This has grown to become a leading independent financial adviser in Wales with connections all over the UK. Since then he has established several other successful financial services companies.
In 2015, after 16 years of working with City-based discretionary fund managers, Stephen felt the time was right for the services and expertise to be provided and controlled in North Wales. Consequently, he worked on the establishment of Dragon Investment Managers.
Stephen now oversees company operations, working closely with the investment management team to continue to grow the business and maintain its focus on its customers and the services they require.