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Sam Barty-King

Sam Barty-King

Investment Manager

Followers of Sam Barty-King473 followers
location of Sam Barty-KingLondon, England, United Kingdom

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  • Timeline

  • About me

    Managing investment portfolios for charities and private clients.

  • Education

    • Radley College

      1991 - 1996
      Maths, Economics, French

    • The Chartered Institute for Securities & Investment (The CISI)

      2005 -
      Chartered Fellow of the Securities Institure (Chartered FCSI)

    • Newcastle University

      1997 - 2000
      Bachelor of Arts - BA Economics

  • Experience

    • HSBC

      Jan 2001 - Jan 2006
      Investment Manager

      Assisted in managing investment portfolios for charities and private clients.

    • JM Finn

      Jan 2006 - now
      Investment Director

      Our investment management services appeal to private clients and charities of all sizes. We are approachable, consultative and flexible.

  • Licenses & Certifications

    • Chartered FCSI

      Chartered Institute for Securities & Investment (CISI)

  • Honors & Awards

    • Awarded to Sam Barty-King
      Charity Investment Team of the Year 2021 COLWMA Mar 2021
    • Awarded to Sam Barty-King
      Charity Investment Team of the Year 2020 COLWMA Feb 2020

  • Volunteer Experience

    • Trustee

      Issued by Durrell Wildlife Conservation Trust on Mar 2020
      Durrell Wildlife Conservation TrustAssociated with Sam Barty-King

    • Liveryman / Member of the Investment Committee

      Issued by Merchant Taylors'​ Company on Jan 2006
      Merchant Taylors'​ CompanyAssociated with Sam Barty-King