Company
Position
Director
Index
HNW Wealth Managers
Location
London
Advice type
Investment management
Investment strategy
Portfolio management
Client type
HNW
Private clients
Sector Focus
Financial Services
Wealth Management & Private Banking
Customer type
Wealth adviser
Callan Woodcock
Spear’s Review
A senior director and senior portfolio manager at EFG Asset Management, Callan Woodcock describes himself as a ‘tenacious, goal-oriented individual with international experience, a focused work ethic and solid integrity.’
Having joined the firm in 2014, Woodcock has a great deal of experience in portfolio management, equity trading, investment strategies, financial advisory, equity trading, inflation-indexed bonds and calculating financial risk.
The CFA charter holder says that he has a ‘proven ability to establish and strengthen multi-asset fund mandates, both discretionary and advisory.’ He graduated from the University of Pretoria with a degree in investment management in 2009.
Rank: Recommended

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