Company

Veritas

Position

Partner

Index

UHNW Wealth Managers

Location

London

Advice type

Discretionary Portfolios

Investment management

Portfolio management

Sustainable investing

Asset Class

Trusts

Client Types

Charities

Private clients

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 Veritas, Bowdery learnt ‘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’.

A keen theatre-goer and regular on London’s pop-up food scene, Bowdery is a member of CISI and has a degree in philosophy and theology from Oxford: ‘Obviously a fantastic help for a career in finance,’ she laughs.

Rank: Top Recommended

Top Recommended 2023, UHNW Wealth Managers

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