Position

Partner

Index

UHNW Wealth Managers

Wealth Managers

Location

London

Advice type

Discretionary Portfolios

Investment management

Portfolio management

Sustainable investing

Asset Class

Trusts

Client Types

Charities

Private clients

UHNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

Cordelia Bowdery

Spear’s Review

‘It was a bit of a baptism by fire – the financial crisis quickly unrolled,’ says the approachable and engaging associate investment partner Cordelia Bowdery, describing how her career started in 2007 with Killik & Co.

Now at Meridiem Investment Management, formerly known as Veritas, Bowdery learned ‘an awful lot’ from her beginnings at the Mayfair stockbroker: ‘The worst thing you can do in a financial crisis is bury your head in the sand.’ In tough times for clients, she says, ‘it’s important to pick up the phone. Even if you’re delivering bad news, at least they know what’s going on.’

Bowdery is a member of the Chartered Institute for Securities & Investment and has a degree in philosophy and theology from Oxford: ‘Obviously a fantastic help for a career in finance,’ she laughs.

Rank: Recommended

Recommended 2024, UHNW Wealth Managers

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