Andrew Theban

Andrew Theban

Investment Manager
Bristol office

About me

I help clients and intermediaries navigate financial markets by constructing bespoke investment portfolios. A client's circumstances, objectives, attitude to risk and knowledge are all different, so I tailor my service to suit their needs. I work with all types of clients, including; high net worth individuals and their families, charities, trusts, pension funds and companies.

Background/Experience

I am proud to be a member of the Chartered Institute for Securities and Investment (CISI). I hold the institute's Masters qualification in Wealth Management (Level 7). I have worked in the industry directly since 2013.

My Interests

I’m into cars and motorsport. I also ski and snowboard, swim (competitively, in a former life), and play golf (sort of). I am an enthusiastic cook, as long as it's pasta.

My areas of expertise

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We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice. 

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

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I'm also an expert in...

Training stubborn dachshunds. I am, as yet, unsuccessful. But I have plenty of experience from trying.

Seaguls on Bristol beach
Andrew Theban

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