Charles joined Templar in 2009 to build the firm’s presence in the US. The bulk of his career is in financial services, including ten years with Cazenove & Co., then the UK’s leading investment bank, in London, Johannesburg and New York. He has deep experience of investor roadshows and has worked with clients ranging from FTSE100 constituents to European pre-IPO companies. His banking clients include Credit Suisse, UBS, Deutsche Bank and Morgan Stanley. Leading asset management clients include BlackRock and Schroders. He also works regularly with a wide range of financial sponsors.
Previously he spent six years in the British Army. He holds a BA (Hons) from the University of Exeter. He is a Fellow of the UK Securities and Investment Institute, and is Series 7, 16 & 24 qualified. He has lived in New York since 2000.