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Peter Cooke

Peter Cooke

Investment Manager

Followers of Peter Cooke126 followers
location of Peter CookeGreater Bournemouth Area

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  • 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