Company
Position
Partner
Index
UHNW Wealth Managers
Wealth Managers
Location
London
Advice type
Discretionary Portfolios
Investment management
Portfolio management
Sustainable investing
Asset Class
Trusts
Client type
Charities
Private clients
UHNW
Sector Focus
Financial Services
Wealth Management & Private Banking
Customer type
Wealth adviser
Cordelia Bowdery
Spear’s Review
‘It was a bit of a baptism by fire – the financial crisis quickly unrolled,’ says the approachable and engaging associate investment partner Cordelia Bowdery, describing how her career started in 2007 with Killik & Co.
Now at Meridiem Investment Management, formerly known as Veritas, Bowdery learned ‘an awful lot’ from her beginnings at the Mayfair stockbroker: ‘The worst thing you can do in a financial crisis is bury your head in the sand.’ In tough times for clients, she says, ‘it’s important to pick up the phone. Even if you’re delivering bad news, at least they know what’s going on.’
Bowdery is a member of the Chartered Institute for Securities & Investment and has a degree in philosophy and theology from Oxford: ‘Obviously a fantastic help for a career in finance,’ she laughs.
Rank: Recommended

Recommended 2024, UHNW Wealth Managers