Date of appointment: 12 July 2018

With over 30 years’ experience in the investment trust sector, Charlie brings a wealth of experience to the Board. He was Head of Investment Funds at Cenkos Securities for 8 years and prior to that was Managing Director, Head of Investment Companies at UBS Investment Bank. Since leaving full-time employment in 2014 Charlie has pursued both charitable and business interests including a now completed senior non-executive director appointment at Asia Dragon Trust plc and a present directorship with Cyclico, a board performance review company. Charlie has a wide-ranging understanding of the investment companies sector and draws on previous experience across finance, corporate broking, marketing and risk management.

Other current appointments:

• Cyclico Limited (Director)
• Carefree (Chair)

Charlie is an independent Director.