Peter Cooke

Peter Cooke

Investment Manager

Followers of Peter Cooke126 followers
location of Peter CookeGreater Bournemouth Area

Connect with Peter Cooke to Send Message

Connect

Connect with Peter Cooke to Send Message

Connect
  • Timeline

  • About me

    Portfolio Manager at Charles Stanley & Co. Limited

  • Education

    • University of the West of England

      1994 - 1996
      MSc International Business Economics
    • Bournemouth University

      1991 - 1994
      BA (Hons) Accounting
  • Experience

    • Barney Wilkins & Howard Ltd.

      Jan 2000 - Jan 2003
      Investment Manager

      * Investment research and portfolio management.* Manager of the CF BWH International Fund (Unit Trust), achieving top quartile perforrmance within the IMA Balanced Managed sector over 1 and 3-year periods.

    • Atkins Bland Ltd

      Jan 2004 - May 2012
      Investment Manager

      * Investment research and portfolio management including the construction and maintenance of model portfolios that are used throughout the company.* Responsibility for the development and improvement of investment reporting systems.* Direct contact with a pool of clients that are assigned to me, including any broader financial planning requirements.

    • Brewin Dolphin

      May 2012 - Dec 2014
      Investment Manager
    • Charles Stanley & Co. Limited

      May 2015 - now
      Portfolio Manager
  • Licenses & Certifications

    • Chartered FCSI

      Chartered Institute for Securities & Investment
    • DipPFS

      CII
    • Chartered Wealth Manager

      Chartered Institute for Securities & Investment
      Aug 2013