Charles studied Economics at Newcastle University followed by a Masters degree in Spanish at the University of Salamanca before joining JM Finn in 2003. Charles is a Chartered Fellow of the Chartered Institute for Securities and Investment and manages portfolios on behalf of private clients, trusts, companies, personal pensions and charities. He is responsible for maintaining the Japan recommended fund list within the firm's collective investment monitoring process. He is a keen sportsman with particular interest in cricket, golf and fly fishing and is a founder member of the Old Carthusian Racing Society.
Investment Director Charles Bathurst-Norman reflects on the global macroeconomic and geopolitical environment in 2023 and explains his cautious optimism for the year ahead.
Charles Bathurst-Norman reviews the quarter and explains his preference for investing in a diversified portfolio of direct equities.