Luke joined MHA Caves Wealth 2015 as a trainee investment manager. He has since completed the CISI Investment Advice Diploma and achieved a distinction grade in the Private Client Investment Advice & Management qualification, awarding him with CISI Chartered Fellow status. In 2021, Luke was featured in Citywire Wealth Manager’s ‘Next Generation’ series.
Luke manages investment portfolios on a discretionary and advisory basis for private clients, Trusts and charities, as well as providing general advice and stockbroking services to our execution-only trading clients. Luke is a member of the MHA Caves Wealth Investment Committee, where he contributes towards our ‘house view’ and overall investment strategy. He also oversees the firm’s business development and marketing endeavours.