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Mark Atherton, Chartered FCSI

Partner

Mark has over 25 years’ investment experience and is a Chartered Fellow of the Chartered Institute for Securities & Investment. He was previously a director at EFG Harris Allday where he created their Bespoke Portfolio Service (BPS) and headed the BPS research function. Mark was a director at Rathbones establishing their Birmingham office and was also an associate director at Quilter. He specialises in bespoke collectivised portfolios and risk-rated models for clients of professional advisors.