Oliver Morrison Email
Portfolio Director @ Cazenove Capital
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Oliver Morrison Location
- London, England, GB
Oliver Morrison Work
- 2023 -now Portfolio Director @
- 2019 -2023 Portfolio Manager @
- 2018 -2019 Associate Portfolio Manager @
- 2017 -2018 Assistant Portfolio Manager @
- 2014 -2017 Wealth Management @
- 2012 -2014 Graduate Trainee @
- 2012 -2012 Intern @
- 2011 -2011 Intern @
- 2011 -2011 Trainee Research Assistant @ Alternative Research Ltd
- 2005 -2005 Work Experience @
Oliver Morrison Education
- The Chartered Institute for Securities & Investment (The CISI)
(Chartered Wealth Manager (Level 7))
2016-2017 - The Chartered Institute for Securities & Investment (The CISI)
Private Client Investment Advice & Management (PCIAM) (Level 6)
2016-2016 - CFA UK
Investment Management Certificate
2014-2014 - The Chartered Insurance Institute
Certificate in Financial Planning (CF1: UK Financial Services, Regulation & Ethics ; CF4: Retirement Planning)
2013-2013 - The Institute of Financial Services (ifs) School of Finance
CeMAP
2013-2013 - University of Leeds
BA (Hons) (History - 2:1)
2008-2011 - Abingdon School
Oliver Morrison Skills
- Wealth Management
- Investment Management
- Private Banking
- Asset Allocation
- Investment Strategies
- Investment Research
- Investment Performance
- Risk Assessment
- Relationship Management
- Pensions
Oliver Morrison Summary
- Oliver Morrison, based in London, England, GB, is currently a Portfolio Director at Cazenove Capital. Oliver Morrison brings experience from previous roles at Cazenove Capital and C. Hoare & Co.. Oliver Morrison holds a 2016 - 2017 The Chartered Institute for Securities & Investment (The CISI). With a robust skill set that includes Wealth Management, Investment Management, Private Banking, Asset Allocation, Investment Strategies and more. Oliver Morrison has 2 emails on RocketReach.
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