Lizz has over 30 years’ experience in Investment Management and Private Equity. She has had considerable success in creating and leading new business development teams, also building/acquiring businesses and integrating them.

Lizz began her career working for London based Investment Houses, developing and implementing new business strategies. Her success is founded on a consultative approach, established corporate principles and a deep understanding of industry regulation and its associated challenges and opportunities. She is widely recognized for possessing excellent communication and inter-personal skills and has successfully developed trusted client relationships. She is performance led and goal driven, displaying tenacity, professionalism and is a strategic thinker. 

lizz@camwealth.co.uk
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Derek has over 25 years’ experience in Financial and Investment Businesses and is a Chartered Fellow, he is level 6 qualified and is able to provide Financial Advice and Discretionary Investment Management Services (via our preferred parnter Charteris Treasury Portfolio Managers).

Derek began his career working for an Independent Financial Adviser where he qualified by examination as an Associate of the Chartered Insurance Institute.

Subsequently, Derek has worked for a number of Investment Management Businesses creating an Intermediary Sales Force and was tasked with creating Regional Services. Consequently, he qualified as a Chartered Fellow of the Securities Institute (FCSI).

As the Regional Director, for two large Investment houses, Derek formed two branches offering Discretionary Services from scratch – forming teams of Investment Managers and Administrators.

derek@camwealth.co.uk