Mark Hollinworth Chartered MCSI, MSc - Chartered Wealth Management

Manchester: 0161 826 4224 | London: 0207 099 4224

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Mark Hollinworth is a Chartered Wealth Manager and a Member of the Chartered Institute for Securities and Investment (CISI). Mark has over 12 years’ experience advising high net worth and ultra-high net worth individuals and their families on a range of financial planning and investment matters. Prior to starting with CWM, Mark spent 4 ½ years working for HSBC Private Bank advising UK resident high net worth individuals and he also worked overseas in Hong Kong advising the expatriate community. 

 

Mark has experience of working with a wide range of clients, with a particular focus on advising entrepreneurs both pre and post business sale to formulate financial plans for the management of wealth with an emphasis on diversified investment management, tax-efficient planning and wealth structuring, and estate planning to ensure future generations are catered for. Mark is particularly adept at managing family relationships and advising across multiple wealth structures and investment asset classes, intrinsically understanding the suitability for a client’s circumstances.

 

Mark holds the CFA Investment Management Certificate and the CISI Private Client Investment Advice & Management qualifications in addition to holding a Masters degree in Finance with distinction from the University of Leicester. Particular interests are the role of investment psychology and investor sentiment in investment markets having written a dissertation on the subject, and Mark uses his knowledge in such areas when educating clients on the importance of formulating a diversified investment strategy that matches their goals and objectives.

 

Outside of work, Mark enjoys spending time with his young family and when time allows, running and cycling around nearby Epping Forest. Additional loves are food and travel (ideally combined) with an emphasis on adventure and getting far off the beaten path.