Swansea

Welcome to Walker Cambria Investment Management. We work closely with
intermediaries to provide investment management services for their clients.

As part of the Walker Crips Group, we can draw on the resources and experience of a 100 year old company that is listed on the London Stock Exchange, with 11 offices across the UK.

Our approach to investing

Our portfolio managers draw on their experience at some of the largest financial institutions in the UK and the world.

Our prime focus is risk management. We believe in going several steps further – uncovering, understanding and quantifying the risks inherent in every portfolio.

We aim to deliver for private clients the in-depth, active investment approach adopted by major fund managers for their large institutional clients. We call this institutional-quality investment management.

Working with intermediaries

Our services are designed specifically for the intermediary market. With a minimum portfolio size of only £25,000, we offer a complete outsourced solution.

From co-branding client literature to aligning our strategies to your risk profiling, we make the process of outsourcing investment responsibility as straightforward as possible.

Find out more about our Services for Financial Advisors and Services for Solicitors and Accountants.


Andrew Morgan
Andrew Morgan
Portfolio Manager
Andrew Morgan, portfolio manager, has spent the majority of his career working in the City of London, initially as a fund manager at Mitsubishi-UFJ Asset Management where he specialised in UK and European equities, and then as part of the Global Equity team at BlackRock, the world’s largest asset manager. Most recently, Andrew managed private client portfolios for Brewin Dolphin.

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.

Swansea

Alexandra House, Alexandra Road, Swansea
SA1 5ED

  • 0800 160 1608

Investors should be aware that past performance is not a reliable indicator of future results and that the price of shares and other investments, may fall as well as rise and the amount realised may be less than the original sum invested.


Walker Crips Group plc (Old Change House, 128 Queen Victoria Street, London EC4V 4BJ), registered in England, registered number 1432059, incorporates the following companies which are authorised and regulated by the Financial Conduct Authority: Walker Crips Investment Management Limited registered in England number 4774117 member of the London Stock Exchange, Walker Crips Wealth Management Limited registered in England number 3790291, Ebor Trustees Limited registered in England number 3514268, Barker Poland Asset Management LLP registered in England and Wales number OC341149.