George joined National Trust Limited in 2005. He was appointed a Director in September 2016 and Head of Private Banking in January 2019 before becoming Managing Director in January 2021. George has wide experience of managing investment portfolios for private clients , pension funds and charities. He is particularly passionate about providing exceptional client service to all clients, be this banking, lending or investments.
He has extensive investment knowledge, expertise and experience in global equity market and understands digital transformation of large-scale organisations
He has a lot of professional qualifications which include Chartered Fellow of the Personal Finance Society (FPFS), Investment Advice Diploma (IAD) and Investment Management Certificate (IMC).
12 years and still counting. She has the highest mark for the Interpretation of Financial Statements in 2019
An expert in accounting, financial analysis, treasury, tax, investor relations, and audits
Astute marketer. Over 20 years experience in portfolio management and investments.
In-depth knowledge of the securities industry and equity investment analysis
Executive in investment strategy, specialising in collective investment scheme
Experienced in commercial and corporate banking, asset finance, structured finance, international trade.
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