Professional Biography
Working with families across multiple generations puts us in a unique position of trust to achieve their objectives.
How do you describe what you do?
I manage multi-asset investment portfolios for individuals, multi-generational families, trusts, pensions, small charities and corporates, working with clients' professional advisers to achieve their long term objectives.
What's next for you professionally?
The creation of Evelyn Partners has opened a huge opportunity to serve our clients more comprehensively, teaming up with financial planning experts to give clients better overall view and control of their finances, to preserve and grow their wealth.
What's your favourite thing about your role?
Common client situations revolve around questions like "have I got enough money to retire ?" or "can I afford to help my kids buy their first property ?". Being able to facilitate those goals is hugely satisfying.
When you're not at work, what's your favourite thing to do?
I live in a sports-mad household: my wife, daughters and I all play and coach multiple sports variously at school, club and county level, with rugby a particular passion. When not at work I'll generally be found on one side of a touchline or the other.
Why does my role as a wealth manager matter?
Wealth managers have a particular responsibility and privilege to safeguard the financial wellbeing of our clients. Working with families across multiple generations puts us in a unique position of trust to achieve their objectives.
What qualifications and memberships do you have?
- MA (Hons) Edin
- Chartered FCSI