Summary
Overview
Work history
Education
Skills
Certification
Timeline
Generic

Stephen Willerton

Northampton

Summary

Director and senior investment manager within MHA Wealth, with nearly 30 years in the industry. Experienced manager of a diverse range of charity portfolios, working with trustees to meet the charity's objectives.

Overview

1
1
Certification
2
2
years of post-secondary education
29
29
years of professional experience

Work history

Director

MHA Wealth (formerly Cave & Sons)
Northampton
2006.04 - Current
  • Progressed from trainee stockbroker to director, demonstrating commitment and capability in advancing within the firm.
  • Experienced stockbroker, dealing with all client types from small retail investors to high net worth individuals.
  • Senior investment manager with responsibility for managing a full book of clients including high net worth individuals, companies and trusts.
  • Management on portfolios of behalf of numerous local charities to include meeting their own particular requirements, discussing and agreeing risk parameters and reporting on performance at trustees' meetings.
  • Member of in-house investment committee which oversees the firm's asset allocation and strategy.
  • Seniority within the firm has added further skills and responsibilities such as management of staff, business development and operational oversight of the investment management function.

Investment fund management assistant / supervisor

Grant Thornton UK LLP
Northampton, Northamptonshire
1997.06 - 2006.04
  • Supported investment managers in servicing clients effectively.
  • Engaged with London-based brokers to review and optimise portfolios.
  • Coordinated transition to new custodial service and client database, ensuring seamless integration.

Education

Bachelor of Arts - Business and Law

University of Leicester
Leicester
1994.09 - 1996.06

Skills

  • Strong verbal and written communications
  • Attention to detail
  • Team leadership
  • Keen analytical skills

Certification

  • Holds Chartered Wealth Manager accreditation through the Chartered Institute for Securities & Investment (CISI)
  • A Chartered Fellow of the CISI since 2013

Timeline

Director

MHA Wealth (formerly Cave & Sons)
2006.04 - Current

Investment fund management assistant / supervisor

Grant Thornton UK LLP
1997.06 - 2006.04

Bachelor of Arts - Business and Law

University of Leicester
1994.09 - 1996.06
Stephen Willerton