Position

Director

Index

HNW Wealth Managers

Location

London

Advice type

Investment management

Investment strategy

Portfolio management

Client Types

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

Recommended 2024, HNW Wealth Managers

Share on