Scott Wallis

Investment Manager - Chartered MCSI

Scott joined GBIM in 2021 and qualified as an Investment Manager later that year. He has completed the CISI Level 4 Investment Advice Diploma and Level 6 Certificate in Private Client Investment Advice & Management.

After graduating from the University of Exeter in 2017 with a BSc in Economics and Finance, Scott joined Saunderson House where he trained in Financial Planning. Having completed his CII Advanced Diploma, he made the move to GBIM to focus on pure Investment Management, bringing with him valuable experience of holistic wealth management. Scott works closely with Bertie Gore Browne and is responsible for looking after a variety of clients and constructing portfolios to meet their objectives.

Outside of work Scott is a keen sailor and, as a member of the Royal Thames Yacht Club, spends much of his free time on the water racing dinghies and keelboats.

Scott recently became a Dementia Friend, an Alzheimer’s Society Initiative. Click here to find out more.