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

It is important to remember that the value of investments can go down as well as up and it is possible to get back less than you invested, especially in the early years. Past performance is no guarantee of future returns and interest rates and dividends are variable and cannot be guaranteed in the future. Any tax treatment mentioned is based on personal circumstances and current legislation which is subject to change. In the event of a client having a complaint about our services we will do our best to resolve that complaint promptly and to the client's satisfaction. However if we are unable to do so, the client may have the right to complain to the Financial Ombudsman Service. Further information can be found on the Financial Ombudsman Services's Website at www.financial-ombudsman.org.uk.