Trevor is responsible for keeping each portfolio on track and ensuring they meet the expectations of investors. With 25 years of experience as a bond broker, he has worked in London, New York, and Frankfurt before transitioning to portfolio management.
Before joining MKC Invest in 2015, Trevor was a client of MKC Wealth for over a decade and had money invested in the portfolios himself. This customer-side perspective gives him a deep understanding of clients’ needs and concerns, which shape how the portfolios are managed. He was appointed Portfolio Manager of the model portfolios in 2018 and continued in this role when MKC Invest was established as a separate company in 2021. He holds the CII Certificate in Discretionary Investment Management and the Diploma in Regulated Financial Planning.
To speak to someone call 020 7702 4488 or email enquiries@mkc-invest.com.