Edward Goodchild

  • Client Objectives & Outcomes
  • Investment Consulting
  • Investment Management & Strategy
  • Wealth Management & Strategy

An award winning investment consultant with a detailed knowledge of private client investment advice for individuals and charities. Edward is a Chartered Wealth Manager and a Chartered Fellow of the CISI. Edward worked as a client adviser at UBS Wealth Management, Coutts Private Office and Lombard Odier (UK) before setting up his own client-centric consultancy in 2011.

Edward is the current Chairman of an Endowment Investment Committee as well as a current member of the investment committee for a major philanthropic grant-making trust. He has 27 years of direct investment experience across the major investment asset classes, including being an institutional global equity portfolio manager.

Edward is experienced in the acquisition of new private clients, the detailed client on-boarding process with the establishment of client strategy, including suitability, investment guidelines, risk appetite appraisal and performance reviews. He understands the entire client investment service and the interaction of investment needs with the advice framework provided by lawyers and accountants, for clients whose portfolios often exceed £500m. He has experience of working with corporate and private trustees, as well as complex family financial arrangements.