Mark Bates
Investment Manager
Birmingham
What attracted you to a career in wealth management?
I joined Quilter Cheviot after graduating from the University of Nottingham with a first-class honours degree in Management. Since then, I have attained the Investment Advice Diploma and Chartered Wealth Manager (CISI Level 7) qualifications. While I was initially drawn to the field due to my interest in the more technical aspects of finance and investments, I later developed a passion for helping clients make informed investment decisions and to achieve their financial objectives.
How do you look after clients?
In my role as an Investment Manager, I manage bespoke portfolios for a diverse range of clients including charities, private clients, trusts and corporations. I work closely with clients to understand their unique financial goals and, by crafting personalised investment strategies, I assist them in achieving these objectives. This client-facing role is driven by my commitment to building lasting relationships and helping clients navigate their financial journeys.
What are your interests outside of work?
Beyond my professional life I enjoy spending quality time with my young family and love to unwind by taking long walks with my dog, Nala.