Investment Manager
Harry Merrison
Harry is a leader in ESG and thematic investing, known for his innovative, forward-thinking approach and commitment to client success.
Harry is a leader in ESG and thematic investing, known for his innovative, forward-thinking approach and commitment to client success. As a Chartered Level Seven Investment Manager with the Chartered Institute of Securities and Investments (CISI), as well as holding the CFA Certificate in ESG investing, he brings over a decade of experience managing multi-asset class portfolios for private clients, trusts, and charities.
With a keen curiosity and rigorous attention to geopolitical and macroeconomic developments, Harry’s insights are often featured in prominent industry publications, including The Financial Times, FT Adviser, and The Sunday Times. His blend of intuition and analytical rigor enables him to deliver tailored, high-impact wealth management strategies, making him a trusted advisor to a select group of High Net Worth clients.
Since joining Mattioli Woods in 2017, Harry has been instrumental in shaping investment strategies as an active member of the Personal Portfolio Committee. His fierce work ethic and dedication to client relationships ensure he remains closely connected to clients across the UK, offering regular, in-depth consultations and guidance through all market conditions.
Before Mattioli Woods, Harry was an Investment Manager at Brewin Dolphin, where he honed his expertise in bespoke portfolio management and tax-efficient investment solutions. He prides himself on fostering long-term, trusted relationships, using his experience to guide clients confidently through life’s financial decisions.
Outside of work, Harry is a classic car enthusiast and enjoys travelling with his young family.
