Sam Cobley

I advise clients on a number of investment and governance related challenges across our DC, CDC and private wealth propositions.

My area of expertise is investments and I assist my clients in designing, communicating and implementing investment strategies, tailored for their specific needs and market requirements. Many of my clients include multi-billion pound pension schemes and companies who aspire to be market leading – providing constant challenge and demanding innovation. I also sit on our DC Strategy team, responsible for developing and refining new ideas and strategy considerations.

I believe my charismatic and personable approach is appreciated by both my clients and the individuals I mentor and appraise.

I have also obtained the Chartered Financial Analyst (CFA) qualification.