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Investment Management

A wide range of services where you can choose your level of involvement in managing your investments. You can take all the investment decisions yourself and simply give us your instructions, you can access our expert advice for your portfolio or entrust the decisions to your dedicated investment managers.
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As an independent investment manager, not tied to any funds, products or large institutions, we offer you transparency and flexibility to ensure that your objectives are met efficiently and successfully.

Crispin Cripwell

Investment management services for individuals, families, trusts & charities.

Crispin Cripwell

Crispin Cripwell
Chartered FCSI
Investment Director

Crispin is based in our Newbury and London offices and specialises in private client portfolio management, including trusts, pensions and charities. He acts on behalf of wealthy individuals and families. Crispin spent much of his investment career as a fund manager in the City, starting in 1993 with Sarasin, the private Swiss bank. He led the US equity teams at Aviva and Rothschild, before switching to private wealth management in 2008. He joined Walker Crips in 2017 from Evelyn Partners. Crispin holds a 1st class BA (Hons) in Business Studies, studied chartered accountancy (CIMA I-III) and is a Chartered Fellow of the Chartered Institute for Securities & Investment (FCSI).

crispin.cripwell@wcgplc.co.uk
 020 3100 8802

Services

Execution only

In an execution only service you make your own investment decisions. Trades are executed upon your specific instruction.

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ISA and JISA

Choose your own investments through our Self-select Stocks & Shares ISA. You can invest your ISA allowance into a variety of funds, shares, investment trusts and ETFs.

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Discretionary

Your investment manager actively manages your portfolio on your behalf, working towards your agreed aims and risk appetite.

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Contact

Should you have any questions or require any further information please call 020 3100 8802, email newbury@wcgplc.co.uk or fill in the form below to request a call back.

Resources

Investment management brochure

IHT relief portfolio brochure

About

Products and Services

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© Copyright 2024 Walker Crips Group plc. All rights reserved.
Walker Crips Group plc, incorporates the following companies which are authorised and regulated by the Financial Conduct Authority: Walker Crips Investment Management Limited reference number 226344 and member of the London Stock Exchange, Walker Crips Financial Planning Limited reference number 114778, Ebor Trustees Limited reference number 462002, Barker Poland Asset Management LLP reference number 499311.
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Walker Crips Group plc is registered in England and Wales, number 1432059. Registered office: Old Change House, 128 Queen Victoria Street, London EC4V 4BJ. Walker Crips Investment Management Ltd is registered in England and Wales, number 4774117. Registered office: Old Change House, 128 Queen Victoria Street, London EC4V 4BJ. Walker Crips Financial Planning Ltd is registered in England and Wales, number 3790291. Registered office: Apollo House, Eboracum Way, York, England, YO31 7RE. Ebor Trustees Ltd is registered in England and Wales, number 3514268. Registered office: Apollo House, Eboracum Way, York, England, YO31 7RE. Barker Poland Asset Management LLP is registered in England and Wales, number OC341149. Registered office: Old Change House, 128 Queen Victoria Street, London EC4V 4BJ.

The value of investments can fall as well as rise. Investors may get back less than invested. Past performance is not a reliable indicator of future results.

The value of investments can fall as well as rise. Investors may get back less than invested.

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