Bowmore Wealth Group
bowmorewealth.com Layer unknown
Bowmore Wealth Group is a UK financial services group combining financial planning, discretionary asset management and corporate benefits. Its asset management arm builds and manages bespoke portfolios for private clients, trustees, charities and businesses.
Bowmore Wealth Group is an asset manager headquartered in Bristol, United Kingdom, founded in 2020. It invests, in equities, fixed interest and alternative assets.
“At Bowmore Asset Management, we invest across three major asset classes: equities (stocks), fixed interest investments (bonds), and alternative assets.”
— Bowmore Wealth Group, own website
- Layer
- Layer unknown
- Type
- Asset manager
- Stage
- Not stated
- Headquarters
- Bristol, United Kingdom
- Invests in
- UK
- Sectors
- equities, fixed interest, alternative assets
- Founded
- 2020
Team, as Bowmore Wealth Group publishes it
- Mark Incledon Chief Executive Officer
- Jack Daniels Non-Executive Chair
- David Floyd Head of Private Client
- Charles Incledon Client Director
- Gill Millen Managing Director, Bowmore Financial Planning
- Jonathan Webster-Smith Chief Investment Officer
- Callum Taylor Investment Director
- Stephanie White Investment Director
- James Woodman Investment Director
- Matthew Belcher Research Analyst
- Jason Bharj Senior Relationship Manager
- Charlie Ellery Trainee Investment Manager
Names and roles exactly as listed on bowmorewealth.com. Nothing else about these people is recorded.
Where this comes from
Every fact above was read from a page Bowmore Wealth Group publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.
- https://www.bowmorewealth.com/name, invests_in_geographies
- https://www.bowmorewealth.com/am/i-want-to-investis_investor, sectors, thesis_quote
- https://www.bowmorewealth.com/abouttype, hq_country, hq_city, description, founded, status
- https://www.bowmorewealth.com/teampeople
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Record 19469 · added 2026-10-27 · link last verified 2026-10-27 · confidence medium
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