Luke Apps

Luke is a Portfolio Manager based across our South Coast offices, delivering bespoke investment management solutions to Private Clients, Charities, and Charitable Trusts.

Luke has managed investment mandates within both investment management and legal environments, giving him a strong understanding of the fiduciary duties, governance requirements, and decision-making frameworks under which trustees operate. He works closely with charitable organisations to design and oversee tailored investment strategies that balance long-term capital growth, income requirements, risk management and regulatory compliance, while remaining aligned with each charity’s mission and values.

His approach combines deep technical investment expertise with a clear, pragmatic communication style, supporting trustees in making informed well-governed investment decisions and demonstrating robust financial stewardship.

Luke holds an MSc in International Financial Markets (Distinction) from the University of Southampton, is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI), and holds the Level 6 Certificate in Private Client Investment Advice and Management (Distinction).

He has also previously served on the firm’s Ethical Investment Committee, contributing to the construction and oversight of portfolios incorporating specific ethical, responsible, and values-based investment considerations.