Young investment manager achieves highest level professional qualification
Robert Feather, an investment manager with Leeds-based boutique investment firm Myddleton Croft, has successfully completed the CISI Chartered Wealth Manager Qualification, the highest level of professional qualification in his field.
Rob, 26, who joined the firm in early 2013 having graduated from Northumbria University with a degree in Economics and Geography, had already obtained the regulatory benchmark Level 4 CFA Investment Management Certificate soon after joining. He chose to go on to study for the CISI Level 7 Diploma as a mark of his commitment to the profession, exceeding the FCA regulations and ensuring he is as well qualified as possible.
His two years of study aimed to provide a sound grounding in interpretation of economic statistics, financial statements, investment analysis, portfolio construction and applied wealth management.
Rob works alongside investment director Patrick Toes in managing around 400 client portfolios. His previous experience includes 18 months working as a project manager during his final year at Northumbria University and for a short time after graduating.
Rob attended St Mary’s School, Menston, and now lives in Ilkley.
“We are so proud of Rob, as a small team we have a very personal commitment to nurturing younger members and we have all been impressed by Rob’s single-minded determination and hard work,” says Patrick Toes, investment director at Myddleton Croft. “It is an extremely tough qualification to gain, and well deserved recognition of Rob’s talents.”
Rob comments: “It’s never easy to study for professional qualifications whilst also having a demanding job, but I’ve been very fortunate that Myddleton Croft recognised my potential when I was fresh out of University and they have done all they can to support me. I’m looking forward to repaying their faith in me and their investment in helping me through the last four years by continuing to develop my career with them.”
Myddleton Croft has grown to a nine-strong team, working with independent financial advisers, solicitors and accountants, throughout the North of England and further afield who use the firm’s investment management expertise to complement their existing financial service propositions. It serves private clients, charities, pension funds and trusts.
