Vinay Bedi

With over 35 years’ experience in investment research, analysis, finance and corporate broking, Vinay is our principal investment consultant. He spent most of his career at Brewin Dolphin as a senior investment adviser, managing large private client and charity funds and has also worked at UBS Wealth Management. Vinay focuses on developing and promoting our private client and charity offerings and also advises our committees focussing on the management of portfolios and asset allocation. He remains very “hands on “ ensuring client portfolios are receiving the best possible attention and care at all times. Vinay is a Fellow of the Chartered Institute for Securities and Investment.