Craig Forbes

Director, Private Clients at Seven Investment Management

Craig joined 7IM in 2021 as a Private Client Manager, bringing with him over 20 years of industry experience.

Prior to joining 7IM, he spent 5 years with Brewin Dolphin as a Divisional Director advising and managing investments for private clients, charities and trusts. Before that, he enjoyed 17 years with Barclays where he held a number of investment management and private banking positions across the UK.

Craig is a Chartered Fellow of the Chartered Institute for Securities and Investment and holds the Investment Diploma and the Level 7 Diploma in Advanced Financial Planning.

Timeline

  • Director, Private Clients

    Current role

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