Terry Coles

Terry joined the team from Newton Investment Management where he was a lead fund manager for the sustainable global equity funds. His experience as a stock picker and portfolio manager spans over two decades across firms including Morgan Stanley and F&C Asset Management. 

Terry is a CFA® Charterholder, a Member of the Chartered Institute for Securities & Investment and holds a BSc in International Business from Western Carolina University.

When he’s not analysing investments, Terry can be found on the tennis court. He is a globally ranked tennis player on the International Tennis Federation’s senior tennis circuit. 

Investment experience: 26 years