Charlie Ellery
Job title Trainee Investment Manager
Introducing Charlie
I completed my undergraduate degree in the US on a golf scholarship, which instilled a strong work ethic and focus. I went on to earn my MBA in Finance, during which I worked in wealth management at Tauzin Wealth Management in 2023. After moving back to the UK in 2024, I worked at Wisetraders before joining Bowmore Wealth Management in August 2026. My role centers on supporting the investment team across research, portfolio analysis, client reporting, and investment writing, while closely shadowing senior managers across all aspects of the investment management process. Awards: CFA Society of Mississippi top research analyst (2023)
Tell me more
What do you enjoy most about your job?
No two days are ever the same. Because the markets and economic landscape are constantly shifting, I love the challenge of staying adaptable and navigating new themes as they emerge.
How do you like to spend your time outside of work?
I love to get out the house and play sports, whether its golf, padel or going to watch football. I also love trying new restaurants around the city.
One thing that is guaranteed to make your day better…
The sun shining heading into the office.
What made you decide to do the work you’re currently doing?
Investing my pocket money as a kid and seeing that small value slowly edging higher from doing nothing after putting it there. And then from there I got the bug of wanting to look for the next best thing and doing research whenever I had the chance.
What is one personal rule that you never break?
Always start the day with a coffee.
What would your specialist subject be on Mastermind?
Spurs
Interested in working with us?
Speak with our investment team to discuss how Bowmore Asset Management's evidence-based approach could work for your circumstances. Minimum investment £100,000.