Head of Investment Management, Chartered Wealth Manager - Chair of the Investment Committee
What matters most to our team both at work and in personal time:
Professionally – creating a dynamic investment process to keep pace with evolving financial conditions matters to me. Also, working with our financial planning team to provide clarity to our clients on our investment strategies.
Personally – at home it’s all about quality time with my wife and daughters. Just add family, friends, good food and fine wine.
I am a Fellow of the Chartered Institute for Securities and Investment and I’ve been working in wealth management for over 27 years, with experience of delivering
- Portfolio Construction
- Asset Allocation
- Investment Management