Chase de Vere
Mark Owen, CFA, CAIA, is an experienced investment professional currently serving as the Head of Discretionary Investment Management at Chase de Vere since June 2022. With a solid foundation in investment management, Mark has held the position of Investment Manager at Principal & Prosper since December 2013, and previously worked as an Equity Investment Analyst at Kempen & Co from September 2010 to August 2013. Mark began their career as a Corporate Finance Intern at Quayle Munro in 2008. Mark holds a Bachelor of Science (BSc) with Honours in Mathematics from The University of Edinburgh and a Master of Science (MSc) in Investment & Finance from the University of Strathclyde.
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Chase de Vere
At Chase de Vere, we believe the only worthwhile advice is independent advice. This is because it allows us to research the variety of sources, and recommend the solutions and products that best suit your needs – creating a far stronger result. The freedom to advise objectively • We are free to create financial plans that are totally unconstrained by any obligation – other than to our clients • From investment management and estate planning, to employee benefits and business advice, we offer solutions that are drawn from the whole market • We give each solution careful consideration and only then recommend one that is right for you and your situation • We are a team, but we think and act independently. This helps us give a more considered, creative and sometimes non-obvious solution. About us • We are one of the country’s leading independent financial advisers • We offer wide national coverage with regional offices and over 200 independent financial advisers and about 250 technical and back-office specialists • Our advisers are encouraged to attain the highest levels of industry qualification and pursue advisory specialisms.