Areas of expertise
Private client; charities; trusts and limited companies; discretionary and non-discretionary investment management.
Chris joined Cunningham Coates in 1987 and has built a substantial client base over the past 30 years owing to his extensive experience managing charity and trust investment portfolios as well as self-invested personal pensions (SIPPS) and private clients. He manages investments for several generations of families, advising them on inheritance and succession planning.
He has established a large network of professional contacts and sits on the board of two Northern Irish charities.
Chris was appointed a director of Cunningham Coates in 2008 and a partner of Smith & Williamson Investment Management LLP in 2013.
- Fellow of the Chartered Institute for Securities & Investment (CISI) and a Fellow of the Institute of Directors (IoD).