Areas of expertise
Global equity and multi-asset portfolios for charities, private client, trust and offshore family OEIC portfolios. Fergus is part of the team responsible for managing UK Tier 1 Investor Visa Portfolios.
In addition to portfolio management responsibilities, Fergus is the lead sector specialist researching stocks in the Pharmaceutical sector.
Fergus joined Smith & Williamson in 2005 and became a Partner in 2013, with direct responsibility for assets in excess of £270m. He is a member of the Investment Process Committee, with responsibility for overseeing the firm’s internal research process for direct investments. As part of this process, he is the equity sector specialist for the Pharmaceutical sector.
- MA (Hons) from the University of St Andrews
- Fellow of the Chartered Institute for Securities and Investment
- CFA Charterholder since 2011