Joe Boxall, CFA, currently serves as an Investment Manager at Close Brothers Asset Management since April 2022. Prior roles include Portfolio Manager and Assistant Investment Manager at Sanlam Private Wealth from September 2019 to April 2022, and Assistant Investment Manager and Investment Assistant at Thesis Asset Management Limited from January 2014 to September 2019. Joe Boxall has extensive experience in portfolio management, client interaction, and training, having managed over 200 clients and engaged actively in client meetings and events. Academically, Joe Boxall holds a BSc in Mathematics from the University of Southampton and has achieved CFA Level 3, 2, and 1, along with the Investment Management Certificate (IMC) Level 4.
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