Cazenove Capital
Oliver Morrison has worked in various roles in the finance industry. Oliver started their career as a Work Experience intern at Cazenove Capital Management in 2005. Oliver then gained further experience as a Trainee Research Assistant at Alternative Research Ltd in 2011. In the same year, they also worked as an intern at C Hoare & Co. In 2012, they joined C. Hoare & Co. as a Graduate Trainee and later transitioned to a Wealth Management role. Also in 2012, they interned at Schroders. In 2017, they joined Cazenove Capital as an Assistant Portfolio Manager and worked their way up to become a Portfolio Manager and then a Portfolio Director.
Oliver Morrison's education history includes a variety of certifications and qualifications in the financial and investment field. In 2016, they attended The Chartered Institute for Securities & Investment (The CISI) to pursue a Chartered Wealth Manager (Level 7) qualification. Oliver also completed a Private Client Investment Advice & Management (PCIAM) (Level 6) degree at the same institute in 2016.
In 2014, Oliver earned an Investment Management Certificate from CFA UK. The following year, they obtained a Certificate in Financial Planning from The Chartered Insurance Institute, specializing in UK Financial Services, Regulation & Ethics, and Retirement Planning. In the same year, they also completed the CeMAP program at The Institute of Financial Services (ifs) School of Finance.
Oliver's undergraduate education took place at the University of Leeds from 2008 to 2011, where they earned a BA (Hons) degree with a 2:1 in History. Prior to that, Oliver completed their A-Levels at Abingdon School, achieving A grades in Economics, History, and Geography.
Based on the provided information, no additional assumptions can be made about Oliver's education history.
Cazenove Capital
We understand the impact your wealth has today and for generations to come. That’s why we work with you to help your investments create the future you want. We listen to you and build our service around your vision. Still largely owned by our founding family, our independence and expertise has, for more than 200 years, looked after the interests of entrepreneurs, professionals, families and charities from across the globe. Your wealth. Your way.