AMIDOR
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opportunities
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Clear and concise.
The bedrock of a strong relationship; open, honest and regular.
COMMUNICATION
Clear and concise.
The bedrock of a strong relationship; open, honest and regular.
COMMUNICATION
SECURITY
Safety by
design.
Safety by
design.
Working with regulated Investment Managers and Custodians.
SECURITY
Working with regulated Investment Managers and Custodians.
TRANSPARENCY
Upfront and honest.
Upfront and honest.
No hidden agenda. No hidden costs. No "in-house" products.
TRANSPARENCY
No hidden agenda.
No hidden costs.
No "in-house" products.
Aligned values
Our Team
Robin Morton
Following graduation from Warwick University, where Robin studied Economics, he began his investment career in 2001 at a stockbroking firm called Vartan & Son. He has successfully guided clients through multiple cycles and all manner of market conditions. Robin is a Chartered Fellow of the CISI.
t: +44 (0) 1832 592818
Dario Milizia
Dario started his career as an investment manager in 2011. He is a Chartered Fellow of the CISI ("Masters" in Wealth Management) and holder of the CFA certificate in ESG Investing. Dario has over a decade of experience in both investment analysis and portfolio construction & management.
t: +44 (0) 1832 592818
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Michael Kenyon
Michael graduated from the University of Agriculture at Cirencester, and began a career shortly afterwards in 1994 with Vartan & Son Stockbrokers. He has over 31 years' experience of private client investment management and stockbroking, with 25 of those in senior positions. He is a Chartered Fellow of the CISI.
t: +44 (0) 1832 592818