Joe Davies Guildford office
Joe Davies

Joe Davies

Senior Investment Director

Guildford

+44 (0) 1483 304 707

About me

I build and manage portfolios for private clients, trusts, companies and charities.

Specialisation

Portfolio Management

Background/Experience

My career has included spells with Coutts, where I was one of the founding managers of their Guildford office, and also Kleinwort Benson Private Bank, where I was a senior member of the regional team.

Qualifications

I have professional qualifications through the Securities Institute. Also, I’m an Associate of the Chartered Institute of Bankers and a Chartered Member of the Institute of Financial Services.

My interests

I’m a married father of two teenage daughters. When I’m not doing things with my family, I can be found cycling the roads and hills of Hampshire.

Get in touch

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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