Junior Client Executive
Zach first joined the team back in 2017 as a trainee investment manager. Since then he has achieved CISI Level 4 Investment Advice Diploma and CISI Level 6 Private Client Investment Advice & Management examinations. He provides key research in the running of the AIM IHT portfolios, ensuring we invest in the highest quality listed businesses. He is a member of the AIM IHT committee.
Zach is currently a Chartered MCSI, of the Chartered Institute of Securities & Investment.