Andrew Morgan is a portfolio manager for Walker Crips Investment Management. Originally from Carmarthenshire, Andrew spent the majority of his career until now working in the City of London as a fund manager at Mitsubishi-UFJ Asset Management where he specialised in UK and European equities. Latterly, he worked in global equities at BlackRock, the world’s largest asset manager. Upon returning to Wales, Andrew managed private client portfolios for Brewin Dolphin. Outside of finance, Andrew is a trustee of PRIME Cymru, the only Welsh-based charity of HRH the Prince of Wales.

Andrew’s professional qualifications include the Chartered Financial Analyst designation and the Investment Management Certificate. He also holds a Master of Arts degree in Modern History from University College London.

Gary Waite is a portfolio manager for Walker Crips Investment Management. He began his career as a government economist in the Department of Culture, Media and Sport, before becoming a junior hedge fund manager in London. His career has taken him to be an equities analyst in Australia, and director within a European equities team at BlackRock, having previously worked on both the Global and Emerging Markets teams. Previously Gary has been a volunteer counsellor for ChildLine, and currently works in a voluntary capacity for the homeless charity Crisis.

Gary holds the Investment Management Certificate, the SII Level 3 Certificate in Investment as well as (Australian) PS146 accreditation. He gained a Master of Arts degree in Economics from the University of Nottingham.